+385.0%
CVX vs VTEB
+25.1%
+359.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | 0.0% |
| 7D | +0.7% | -1.2% | +1.9% | +1.6% |
| 30D | +9.1% | -2.9% | +12.0% | +11.5% |
| 3M | +13.1% | -3.2% | +16.2% | +15.7% |
| 6M | +16.3% | -2.6% | +18.9% | +18.4% |
| YTD | +43.5% | -1.8% | +45.3% | +45.1% |
| 1Y | +40.2% | +0.2% | +39.9% | +39.2% |
| 3Y | +44.2% | +8.2% | +36.0% | +33.3% |
| 5Y | +170.6% | +0.8% | +169.8% | +169.0% |
| 10Y | +220.3% | +17.7% | +202.7% | +233.2% |
| All | +385.0% | +25.1% | +359.9% | +502.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 all: compounded portfolio wealth divided by compounded VTEB 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…
all analysis · Full analysis span regression · 6 months rolling