+439.0%
CVX vs VOO
+800.4%
-361.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +2.0% |
| 7D | +3.4% | +2.6% | +0.9% | +1.0% |
| 30D | -1.0% | -2.0% | +1.0% | +0.5% |
| 3M | +12.2% | -2.8% | +15.0% | +14.4% |
| 6M | +20.3% | +2.2% | +18.2% | +16.2% |
| YTD | +48.3% | +11.5% | +36.8% | +30.4% |
| 1Y | +46.9% | +13.5% | +33.4% | +26.8% |
| 3Y | +73.1% | +78.1% | -5.0% | -6.9% |
| 5Y | +135.2% | +73.1% | +62.1% | +26.5% |
| 10Y | +214.4% | +310.7% | -96.4% | -33.6% |
| All | +439.0% | +800.4% | -361.5% | -50.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling