+47.3%
CVX vs VEA
+73.9%
-26.6%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.2% |
| 7D | +0.7% | -2.1% | +2.8% | +1.1% |
| 30D | +9.1% | -1.1% | +10.2% | +9.3% |
| 3M | +13.1% | +5.1% | +8.0% | +11.3% |
| 6M | +16.3% | +9.8% | +6.5% | +11.9% |
| YTD | +43.5% | +15.9% | +27.6% | +33.4% |
| 1Y | +40.2% | +24.6% | +15.6% | +24.9% |
| All | +47.3% | +73.9% | -26.6% | +7.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling