+25.7%
OXY vs VG
-39.3%
+65.0%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.9% |
| 7D | +1.6% | +1.7% | -0.1% | +1.2% |
| 30D | +11.6% | +16.0% | -4.4% | +7.9% |
| 3M | +2.8% | +9.7% | -6.9% | +0.1% |
| 6M | +13.0% | +29.6% | -16.5% | +5.9% |
| YTD | +47.4% | +112.0% | -64.6% | +26.3% |
| 1Y | +31.5% | +12.8% | +18.7% | +23.8% |
| All | +25.7% | -39.3% | +65.0% | +13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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