+172.2%
CVX vs VSH
+67.3%
+104.9%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.2% | +1.8% |
| 7D | +1.0% | +3.5% | -2.6% | +0.6% |
| 30D | +10.7% | -4.4% | +15.0% | +11.0% |
| 3M | +15.5% | -45.8% | +61.3% | +22.7% |
| 6M | +14.9% | +90.1% | -75.3% | -2.0% |
| YTD | +44.2% | +120.3% | -76.1% | +18.8% |
| 1Y | +43.5% | +112.2% | -68.7% | +18.3% |
| 3Y | +45.0% | +36.6% | +8.4% | +26.6% |
| 5Y | +172.2% | +67.0% | +105.1% | +123.3% |
| All | +172.2% | +67.3% | +104.9% | +123.3% |
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