+601.6%
VLO vs RMD
-21.0%
+622.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +46.0% |
| 6M | +71.9% | -12.1% | +84.0% | +74.4% |
| YTD | +138.7% | -7.5% | +146.1% | +140.2% |
| 1Y | +148.5% | -20.1% | +168.5% | +155.1% |
| 3Y | +192.7% | +53.9% | +138.8% | +172.9% |
| 5Y | +601.6% | -22.2% | +623.8% | +492.9% |
| All | +601.6% | -21.0% | +622.6% | +492.9% |
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