+1.2%
OXY vs VCLT
+11.3%
-10.1%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.2% |
| 7D | +1.4% | -1.3% | +2.7% | +1.3% |
| 30D | +4.0% | -1.1% | +5.2% | +4.0% |
| 3M | +7.6% | -3.7% | +11.3% | +7.6% |
| 6M | +16.2% | -4.0% | +20.2% | +16.2% |
| YTD | +50.8% | -3.4% | +54.2% | +50.6% |
| 1Y | +34.7% | -4.1% | +38.8% | +34.7% |
| All | +1.2% | +11.3% | -10.1% | +0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 3y: compounded portfolio wealth divided by compounded VCLT 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…
3y analysis · Full analysis span regression · 6 months rolling