+432.7%
VLO vs RMD
-6.1%
+438.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.0% | -1.6% |
| 7D | -9.5% | +3.1% | -12.6% | -9.8% |
| 30D | -19.1% | +1.8% | -20.9% | -19.5% |
| 3M | +11.4% | +6.7% | +4.7% | +10.2% |
| 6M | +46.7% | +13.9% | +32.9% | +43.7% |
| YTD | +118.6% | -2.0% | +120.6% | +118.2% |
| 1Y | +99.9% | -5.4% | +105.3% | +100.4% |
| 3Y | +210.5% | +67.4% | +143.1% | +183.5% |
| 5Y | +432.7% | -5.7% | +438.4% | +413.8% |
| All | +432.7% | -6.1% | +438.8% | +413.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling