+1,047.0%
CVX vs VTV
+715.1%
+331.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.4% | +1.4% |
| 7D | -0.6% | +0.3% | -0.9% | -0.9% |
| 30D | +13.4% | +0.1% | +13.3% | +13.2% |
| 3M | +11.8% | +6.2% | +5.6% | +4.5% |
| 6M | +12.4% | +13.5% | -1.0% | -2.8% |
| YTD | +41.5% | +18.9% | +22.6% | +16.3% |
| 1Y | +41.6% | +25.8% | +15.8% | +9.3% |
| 3Y | +42.2% | +68.7% | -26.5% | -20.4% |
| 5Y | +166.0% | +80.3% | +85.6% | +38.1% |
| 10Y | +207.2% | +226.3% | -19.1% | -10.3% |
| All | +1,047.0% | +715.1% | +331.9% | +32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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