+320.0%
CVX vs VXUS
+179.6%
+140.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.5% | -1.8% | -1.7% |
| 7D | +3.3% | +1.0% | +2.3% | +2.4% |
| 30D | +12.9% | +2.2% | +10.7% | +10.6% |
| 3M | +11.7% | +3.0% | +8.8% | +7.7% |
| 6M | +14.1% | +10.7% | +3.5% | +1.4% |
| YTD | +40.7% | +17.8% | +22.8% | +17.4% |
| 1Y | +37.5% | +27.6% | +9.9% | +6.2% |
| 3Y | +43.9% | +73.3% | -29.4% | -18.3% |
| 5Y | +161.5% | +54.3% | +107.1% | +64.0% |
| 10Y | +215.1% | +149.8% | +65.3% | +27.2% |
| All | +320.0% | +179.6% | +140.4% | +53.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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