+45.0%
CVX vs VLTO
+27.2%
+17.9%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.6% | +0.3% | -1.1% |
| 7D | +3.3% | -2.3% | +5.6% | +3.7% |
| 30D | +12.9% | -0.9% | +13.8% | +13.0% |
| 3M | +11.7% | +13.8% | -2.1% | +9.1% |
| 6M | +14.1% | +2.0% | +12.1% | +13.7% |
| YTD | +40.7% | -3.2% | +43.9% | +41.3% |
| 1Y | +37.5% | -9.2% | +46.7% | +40.0% |
| All | +45.0% | +27.2% | +17.9% | +36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 all: compounded portfolio wealth divided by compounded VLTO 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…
all analysis · Full analysis span regression · 6 months rolling