+219.2%
CVX vs VOO
+325.3%
-106.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | -0.1% |
| 7D | +2.6% | -0.8% | +3.4% | +3.3% |
| 30D | +9.8% | -1.1% | +10.9% | +10.8% |
| 3M | +16.2% | +3.9% | +12.3% | +11.7% |
| 6M | +13.6% | +13.6% | 0.0% | -0.3% |
| YTD | +44.4% | +12.7% | +31.7% | +27.3% |
| 1Y | +40.6% | +17.6% | +23.0% | +18.8% |
| 3Y | +48.2% | +77.3% | -29.1% | -17.8% |
| 5Y | +172.3% | +84.1% | +88.1% | +40.9% |
| All | +219.2% | +325.3% | -106.1% | -29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling