+126.1%
CVX vs VSH
+41.8%
+84.2%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.2% | +0.1% |
| 7D | -6.2% | -1.6% | -4.7% | -6.3% |
| 30D | -0.4% | -21.3% | +20.9% | +1.4% |
| 3M | +9.3% | -18.9% | +28.2% | +10.6% |
| 6M | +18.4% | -21.4% | +39.8% | +16.0% |
| YTD | +42.5% | +86.8% | -44.4% | +18.6% |
| 1Y | +41.0% | +85.8% | -44.7% | +17.3% |
| 3Y | +67.5% | +30.1% | +37.4% | +43.7% |
| All | +126.1% | +41.8% | +84.2% | +80.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling