+37,066.7%
VLO vs RRX
+3,925.9%
+33,140.8%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.5% | +2.7% | +3.1% |
| 7D | +5.8% | +4.3% | +1.5% | +4.2% |
| 30D | +28.3% | -8.0% | +36.4% | +32.0% |
| 3M | +48.7% | -22.0% | +70.8% | +59.0% |
| 6M | +71.9% | -11.9% | +83.8% | +70.8% |
| YTD | +138.7% | +17.1% | +121.6% | +110.6% |
| 1Y | +148.5% | +14.9% | +133.6% | +118.9% |
| 3Y | +192.7% | +6.9% | +185.8% | +151.5% |
| 5Y | +601.6% | +19.6% | +582.1% | +456.8% |
| 10Y | +900.2% | +215.9% | +684.2% | +457.3% |
| All | +37,066.7% | +3,925.9% | +33,140.8% | +14,155.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded RRX 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling