+125.6%
CVX vs VT
+53.4%
+72.2%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.3% |
| 7D | -9.7% | -2.3% | -7.4% | -8.8% |
| 30D | +3.6% | -5.0% | +8.6% | +5.9% |
| 3M | +13.3% | -4.9% | +18.2% | +15.7% |
| 6M | +16.9% | -1.5% | +18.4% | +16.7% |
| YTD | +43.4% | +8.5% | +34.9% | +34.6% |
| 1Y | +44.5% | +11.4% | +33.1% | +33.2% |
| 3Y | +64.0% | +70.1% | -6.1% | +14.6% |
| All | +125.6% | +53.4% | +72.2% | +63.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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