+192.7%
VLO vs RMD
+52.4%
+140.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -3.2% | +6.5% | +3.6% |
| 7D | +5.8% | -4.5% | +10.2% | +6.2% |
| 30D | +28.3% | +4.6% | +23.7% | +27.7% |
| 3M | +48.7% | +14.8% | +34.0% | +46.2% |
| 6M | +71.9% | -12.1% | +84.0% | +74.8% |
| YTD | +138.7% | -7.5% | +146.1% | +140.6% |
| 1Y | +148.5% | -20.1% | +168.5% | +156.0% |
| 3Y | +192.7% | +53.9% | +138.8% | +166.5% |
| All | +192.7% | +52.4% | +140.3% | +166.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling