+497.7%
VLO vs RVMD
+622.3%
-124.7%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.3% |
| 7D | +5.3% | -3.0% | +8.3% | +5.7% |
| 30D | +18.2% | -0.7% | +19.0% | +18.3% |
| 3M | +53.3% | +36.5% | +16.8% | +47.0% |
| 6M | +70.4% | +104.6% | -34.2% | +52.6% |
| YTD | +143.4% | +155.8% | -12.5% | +109.2% |
| 1Y | +153.0% | +340.7% | -187.7% | +100.4% |
| 3Y | +195.0% | +519.9% | -325.0% | +111.9% |
| 5Y | +618.8% | +584.9% | +33.8% | +371.8% |
| All | +497.7% | +622.3% | -124.7% | +220.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 10y: compounded portfolio wealth divided by compounded RVMD 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…
10y analysis · Full analysis span regression · 6 months rolling