+911.8%
VLO vs RMD
+276.6%
+635.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.9% |
| 7D | +4.0% | -4.2% | +8.2% | +4.9% |
| 30D | +19.0% | -2.1% | +21.0% | +19.4% |
| 3M | +50.0% | +13.8% | +36.2% | +45.1% |
| 6M | +79.1% | -10.6% | +89.8% | +82.2% |
| YTD | +140.3% | -8.1% | +148.4% | +142.4% |
| 1Y | +148.3% | -18.0% | +166.3% | +157.0% |
| 3Y | +194.6% | +52.9% | +141.8% | +155.3% |
| 5Y | +609.6% | -22.3% | +631.8% | +620.2% |
| All | +911.8% | +276.6% | +635.2% | +552.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling