+46.7%
CVX vs VST
-25.0%
+71.6%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.6% | +1.5% |
| 7D | +1.6% | +19.2% | -17.5% | +2.4% |
| 30D | -0.6% | -17.2% | +16.5% | -1.8% |
| 3M | +11.0% | -8.1% | +19.2% | +10.5% |
| 6M | +18.4% | -8.1% | +26.6% | +18.6% |
| YTD | +45.9% | -16.3% | +62.2% | +45.6% |
| 1Y | +46.7% | -24.1% | +70.8% | +46.1% |
| All | +46.7% | -25.0% | +71.6% | +46.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VST.
Daily Out/Under-Performance
Portfolio return minus VST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VST 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 1y: compounded portfolio wealth divided by compounded VST 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…
1y analysis · Full analysis span regression · 6 months rolling