+46.0%
CVX vs VG
-49.4%
+95.3%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | 0.0% |
| 7D | -6.2% | -7.7% | +1.5% | -5.3% |
| 30D | -0.4% | -8.8% | +8.5% | +0.7% |
| 3M | +9.3% | -15.6% | +24.9% | +11.4% |
| 6M | +18.4% | +5.2% | +13.2% | +17.1% |
| YTD | +42.5% | +76.9% | -34.4% | +33.8% |
| 1Y | +41.0% | +42.5% | -1.4% | +34.7% |
| All | +46.0% | -49.4% | +95.3% | +38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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