+145.4%
VLO vs RMD
-20.7%
+166.1%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.6% |
| 7D | +6.2% | -4.7% | +11.0% | +5.8% |
| 30D | +23.5% | +0.2% | +23.3% | +23.5% |
| 3M | +53.9% | +12.0% | +41.9% | +54.8% |
| 6M | +81.7% | -12.5% | +94.2% | +85.5% |
| YTD | +142.5% | -7.9% | +150.4% | +145.5% |
| 1Y | +145.4% | -20.4% | +165.8% | +153.6% |
| All | +145.4% | -20.7% | +166.1% | +153.6% |
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