+40.6%
CVX vs VTI
+17.9%
+22.7%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +1.0% |
| 7D | +2.6% | -0.9% | +3.5% | +2.2% |
| 30D | +9.8% | -1.4% | +11.3% | +9.1% |
| 3M | +16.2% | +3.6% | +12.6% | +18.1% |
| 6M | +13.6% | +13.6% | 0.0% | +19.3% |
| YTD | +44.4% | +12.9% | +31.5% | +51.4% |
| 1Y | +40.6% | +17.2% | +23.4% | +49.3% |
| All | +40.6% | +17.9% | +22.7% | +49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 VTI 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