+219.2%
CVX vs VEA
+165.0%
+54.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | -0.3% |
| 7D | +2.6% | -1.5% | +4.1% | +3.9% |
| 30D | +9.8% | -0.8% | +10.7% | +10.5% |
| 3M | +16.2% | +2.5% | +13.7% | +12.6% |
| 6M | +13.6% | +11.1% | +2.5% | -0.3% |
| YTD | +44.4% | +17.2% | +27.2% | +19.4% |
| 1Y | +40.6% | +24.5% | +16.1% | +8.9% |
| 3Y | +48.2% | +75.4% | -27.2% | -22.2% |
| 5Y | +172.3% | +61.1% | +111.2% | +55.7% |
| All | +219.2% | +165.0% | +54.1% | +5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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