+48.0%
CVX vs VEU
+74.2%
-26.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.8% | +2.7% | +2.1% |
| 7D | +1.0% | +0.3% | +0.7% | +0.9% |
| 30D | +10.7% | +0.7% | +10.0% | +10.5% |
| 3M | +15.5% | +4.7% | +10.8% | +13.9% |
| 6M | +14.9% | +11.6% | +3.3% | +10.1% |
| YTD | +44.2% | +16.8% | +27.4% | +34.1% |
| 1Y | +43.5% | +24.9% | +18.6% | +28.2% |
| All | +48.0% | +74.2% | -26.2% | +8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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