+46.7%
CVX vs VUG
+3.0%
+43.6%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.7% | +1.3% |
| 7D | +1.6% | +4.4% | -2.8% | +3.7% |
| 30D | -0.6% | -7.3% | +6.7% | -4.5% |
| 3M | +11.0% | -4.2% | +15.3% | +8.8% |
| 6M | +18.4% | -1.6% | +20.0% | +18.4% |
| YTD | +45.9% | +4.9% | +41.0% | +52.7% |
| 1Y | +46.7% | +3.8% | +42.9% | +53.7% |
| All | +46.7% | +3.0% | +43.6% | +53.7% |
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