+172.2%
CVX vs VIG
+62.2%
+109.9%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.4% | +2.2% |
| 7D | +1.0% | -1.2% | +2.1% | +1.7% |
| 30D | +10.7% | -2.8% | +13.5% | +12.6% |
| 3M | +15.5% | +2.5% | +13.0% | +13.4% |
| 6M | +14.9% | +8.1% | +6.8% | +8.7% |
| YTD | +44.2% | +9.6% | +34.6% | +35.0% |
| 1Y | +43.5% | +14.2% | +29.4% | +30.3% |
| 3Y | +45.0% | +56.1% | -11.1% | +5.8% |
| 5Y | +172.2% | +62.8% | +109.3% | +88.9% |
| All | +172.2% | +62.2% | +109.9% | +88.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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