+16.9%
CVX vs VST
-22.5%
+39.4%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +10.6% | -10.7% | +0.2% |
| 7D | -9.7% | -9.8% | +0.1% | -10.0% |
| 30D | +3.6% | -25.1% | +28.8% | +1.7% |
| 3M | +13.3% | -11.6% | +24.9% | +12.7% |
| 6M | +16.9% | -20.9% | +37.8% | +16.4% |
| All | +16.9% | -22.5% | +39.4% | +16.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling