+172.2%
CVX vs VOO
+81.6%
+90.6%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.4% | +2.1% |
| 7D | +1.0% | -0.4% | +1.3% | +1.1% |
| 30D | +10.7% | -1.4% | +12.0% | +11.3% |
| 3M | +15.5% | +3.7% | +11.8% | +13.1% |
| 6M | +14.9% | +13.0% | +1.9% | +7.1% |
| YTD | +44.2% | +12.4% | +31.8% | +34.7% |
| 1Y | +43.5% | +18.6% | +24.9% | +29.7% |
| 3Y | +45.0% | +78.1% | -33.1% | +2.7% |
| 5Y | +172.2% | +82.3% | +89.9% | +84.4% |
| All | +172.2% | +81.6% | +90.6% | +84.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling