+143.6%
VLO vs RMD
-14.6%
+158.3%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | +5.2% | -5.0% | +10.2% | +4.8% |
| 30D | +22.6% | +2.2% | +20.4% | +22.6% |
| 3M | +43.8% | +17.8% | +25.9% | +45.2% |
| 6M | +65.7% | -11.3% | +77.1% | +70.7% |
| YTD | +131.1% | -4.4% | +135.5% | +134.8% |
| 1Y | +143.6% | -15.7% | +159.4% | +153.0% |
| All | +143.6% | -14.6% | +158.3% | +153.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded RMD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling