+22,121.4%
VLO vs RMD
+38,484.3%
-16,362.9%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.9% | +1.8% | +3.4% |
| 7D | -0.4% | -0.8% | +0.4% | -0.3% |
| 30D | -16.6% | +1.7% | -18.3% | -17.0% |
| 3M | +12.3% | +6.4% | +5.9% | +10.7% |
| 6M | +47.8% | +20.7% | +27.1% | +42.2% |
| YTD | +126.7% | -0.2% | +126.9% | +124.4% |
| 1Y | +105.4% | -4.5% | +109.9% | +104.7% |
| 3Y | +222.0% | +70.5% | +151.4% | +186.4% |
| 5Y | +449.8% | -1.6% | +451.5% | +428.8% |
| 10Y | +754.3% | +342.7% | +411.6% | +529.9% |
| All | +22,121.4% | +38,484.3% | -16,362.9% | +12,380.7% |
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