+122.0%
CVX vs VT
+57.4%
+64.7%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.6% | -3.5% | -2.0% |
| 7D | -7.5% | +0.4% | -7.8% | -7.7% |
| 30D | -0.6% | -2.6% | +2.0% | +0.5% |
| 3M | +14.0% | -3.2% | +17.2% | +15.4% |
| 6M | +18.1% | +0.9% | +17.2% | +16.6% |
| YTD | +42.2% | +11.3% | +30.9% | +31.8% |
| 1Y | +41.3% | +14.0% | +27.3% | +29.0% |
| 3Y | +68.3% | +75.8% | -7.5% | +15.7% |
| 5Y | +122.0% | +57.8% | +64.2% | +58.5% |
| All | +122.0% | +57.4% | +64.7% | +58.5% |
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