+4,803.1%
CVX vs VTRS
+552.8%
+4,250.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.7% | +2.6% | +2.0% |
| 7D | +1.0% | -3.5% | +4.4% | +1.5% |
| 30D | +10.7% | +2.1% | +8.5% | +10.2% |
| 3M | +15.5% | +2.6% | +12.9% | +14.7% |
| 6M | +14.9% | +17.8% | -2.9% | +11.2% |
| YTD | +44.2% | +35.7% | +8.5% | +36.1% |
| 1Y | +43.5% | +63.5% | -20.0% | +31.0% |
| 3Y | +45.0% | +85.1% | -40.2% | +27.8% |
| 5Y | +172.2% | +42.5% | +129.7% | +146.0% |
| 10Y | +221.9% | -48.2% | +270.1% | +225.4% |
| All | +4,803.1% | +552.8% | +4,250.3% | +3,370.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling