+82.7%
OXY vs VEA
+167.0%
-84.3%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +1.9% | +2.0% |
| 7D | +0.6% | +0.3% | +0.3% | +0.2% |
| 30D | +4.5% | +0.4% | +4.1% | +3.8% |
| 3M | +8.9% | +4.8% | +4.1% | +1.7% |
| 6M | +12.5% | +11.3% | +1.2% | -5.2% |
| YTD | +50.5% | +17.4% | +33.1% | +18.7% |
| 1Y | +38.6% | +26.2% | +12.4% | 0.0% |
| 3Y | -1.2% | +77.7% | -79.0% | -53.6% |
| 5Y | +161.6% | +60.9% | +100.7% | +36.8% |
| 10Y | +5.3% | +163.6% | -158.3% | -64.2% |
| All | +82.7% | +167.0% | -84.3% | -40.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling