+167.0%
CVX vs VTRS
+47.1%
+119.9%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.5% |
| 7D | +2.6% | -2.2% | +4.8% | +2.9% |
| 30D | +9.8% | +3.3% | +6.5% | +9.3% |
| 3M | +16.2% | +2.0% | +14.2% | +15.6% |
| 6M | +13.6% | +19.9% | -6.3% | +9.9% |
| YTD | +44.4% | +35.7% | +8.6% | +36.6% |
| 1Y | +40.6% | +68.1% | -27.5% | +28.1% |
| 3Y | +48.2% | +87.1% | -38.9% | +29.0% |
| All | +167.0% | +47.1% | +119.9% | +130.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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