+22,549.7%
VLO vs RMD
+36,837.6%
-14,287.9%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | +5.2% | -5.0% | +10.2% | +6.1% |
| 30D | +22.6% | +2.2% | +20.4% | +22.1% |
| 3M | +43.8% | +17.8% | +25.9% | +39.4% |
| 6M | +65.7% | -11.3% | +77.1% | +68.0% |
| YTD | +131.1% | -4.4% | +135.5% | +131.1% |
| 1Y | +143.6% | -15.7% | +159.4% | +148.6% |
| 3Y | +201.4% | +47.7% | +153.6% | +175.1% |
| 5Y | +568.9% | -19.2% | +588.1% | +566.5% |
| 10Y | +891.8% | +280.4% | +611.4% | +651.1% |
| All | +22,549.7% | +36,837.6% | -14,287.9% | +12,753.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling