+47.3%
CVX vs VSH
+33.4%
+13.9%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.8% | -0.4% |
| 7D | +0.7% | +2.8% | -2.1% | +0.5% |
| 30D | +9.1% | -6.0% | +15.1% | +9.5% |
| 3M | +13.1% | -42.6% | +55.7% | +17.3% |
| 6M | +16.3% | +82.1% | -65.8% | +2.6% |
| YTD | +43.5% | +117.5% | -74.0% | +22.2% |
| 1Y | +40.2% | +109.0% | -68.9% | +19.5% |
| All | +47.3% | +33.4% | +13.9% | +24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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