+48.2%
CVX vs VNQ
+30.7%
+17.5%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.4% |
| 7D | +2.6% | -1.3% | +3.9% | +3.0% |
| 30D | +9.8% | -2.6% | +12.4% | +10.6% |
| 3M | +16.2% | -2.0% | +18.2% | +16.7% |
| 6M | +13.6% | +4.3% | +9.3% | +11.6% |
| YTD | +44.4% | +9.2% | +35.1% | +39.2% |
| 1Y | +40.6% | +5.6% | +35.0% | +37.2% |
| 3Y | +48.2% | +30.8% | +17.3% | +32.4% |
| All | +48.2% | +30.7% | +17.5% | +32.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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