+170.6%
CVX vs VGT
+131.4%
+39.2%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.6% | -0.3% |
| 7D | +0.7% | -1.0% | +1.7% | +0.9% |
| 30D | +9.1% | -0.4% | +9.6% | +9.2% |
| 3M | +13.1% | +6.6% | +6.5% | +11.2% |
| 6M | +16.3% | +31.0% | -14.8% | +8.7% |
| YTD | +43.5% | +27.2% | +16.2% | +34.9% |
| 1Y | +40.2% | +34.5% | +5.7% | +29.5% |
| 3Y | +44.2% | +123.1% | -78.9% | +14.2% |
| 5Y | +170.6% | +135.1% | +35.5% | +100.3% |
| All | +170.6% | +131.4% | +39.2% | +100.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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