+6.4%
OXY vs VGT
+820.0%
-813.6%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.2% | -0.7% | -0.2% |
| 7D | +2.8% | -0.2% | +3.0% | +2.9% |
| 30D | +5.5% | -0.4% | +5.9% | +5.5% |
| 3M | +11.3% | +4.4% | +6.9% | +7.2% |
| 6M | +11.6% | +32.1% | -20.5% | -8.9% |
| YTD | +51.6% | +28.8% | +22.8% | +25.1% |
| 1Y | +36.2% | +35.3% | +0.9% | +7.9% |
| 3Y | +1.7% | +124.8% | -123.0% | -46.1% |
| 5Y | +164.5% | +137.9% | +26.6% | +28.2% |
| All | +6.4% | +820.0% | -813.6% | -77.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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