+47.0%
CVX vs VUG
+4.9%
+42.1%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.5% | -5.2% | -2.9% |
| 7D | -5.3% | -3.0% | -2.3% | -6.8% |
| 30D | +5.1% | -6.4% | +11.5% | +1.6% |
| 3M | +14.9% | -3.2% | +18.2% | +13.3% |
| 6M | +14.9% | +3.1% | +11.8% | +17.3% |
| YTD | +46.3% | +6.3% | +40.0% | +54.0% |
| 1Y | +47.0% | +5.2% | +41.8% | +55.0% |
| All | +47.0% | +4.9% | +42.1% | +55.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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