+66.3%
CVX vs VSH
+32.1%
+34.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.2% | +0.1% |
| 7D | -6.2% | -1.6% | -4.7% | -6.2% |
| 30D | -0.4% | -21.3% | +20.9% | +0.8% |
| 3M | +9.3% | -18.9% | +28.2% | +10.1% |
| 6M | +18.4% | -21.4% | +39.8% | +16.0% |
| YTD | +42.5% | +86.8% | -44.4% | +21.6% |
| 1Y | +41.0% | +85.8% | -44.7% | +20.3% |
| All | +66.3% | +32.1% | +34.2% | +43.6% |
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