+170.6%
CVX vs VEA
+57.9%
+112.7%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | 0.0% |
| 7D | +0.7% | -2.1% | +2.8% | +1.5% |
| 30D | +9.1% | -1.1% | +10.2% | +9.5% |
| 3M | +13.1% | +5.1% | +8.0% | +10.0% |
| 6M | +16.3% | +9.8% | +6.5% | +9.6% |
| YTD | +43.5% | +15.9% | +27.6% | +30.4% |
| 1Y | +40.2% | +24.6% | +15.6% | +21.6% |
| 3Y | +44.2% | +75.5% | -31.3% | -0.1% |
| 5Y | +170.6% | +59.4% | +111.2% | +94.6% |
| All | +170.6% | +57.9% | +112.7% | +94.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling