+170.6%
CVX vs VTI
+71.8%
+98.8%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.2% |
| 7D | +0.7% | -2.0% | +2.7% | +1.6% |
| 30D | +9.1% | -1.9% | +11.1% | +10.1% |
| 3M | +13.1% | +4.5% | +8.5% | +10.3% |
| 6M | +16.3% | +12.6% | +3.7% | +8.6% |
| YTD | +43.5% | +12.0% | +31.5% | +34.3% |
| 1Y | +40.2% | +17.3% | +22.8% | +27.5% |
| 3Y | +44.2% | +75.3% | -31.1% | +3.6% |
| 5Y | +170.6% | +74.0% | +96.6% | +88.8% |
| All | +170.6% | +71.8% | +98.8% | +88.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling