+6.4%
OXY vs VEA
+165.0%
-158.6%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | -0.8% |
| 7D | +2.8% | -1.5% | +4.3% | +4.6% |
| 30D | +5.5% | -0.8% | +6.3% | +6.2% |
| 3M | +11.3% | +2.5% | +8.8% | +6.7% |
| 6M | +11.6% | +11.1% | +0.5% | -7.0% |
| YTD | +51.6% | +17.2% | +34.4% | +16.9% |
| 1Y | +36.2% | +24.5% | +11.7% | -3.5% |
| 3Y | +1.7% | +75.4% | -73.7% | -56.8% |
| 5Y | +164.5% | +61.1% | +103.4% | +26.8% |
| All | +6.4% | +165.0% | -158.6% | -67.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 10y: compounded portfolio wealth divided by compounded VEA 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…
10y analysis · Full analysis span regression · 6 months rolling