+38.8%
OXY vs VLTO
+20.4%
+18.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.1% | +1.9% | +2.1% |
| 7D | -5.8% | +1.6% | -7.5% | -5.6% |
| 30D | -5.3% | +22.0% | -27.3% | -2.7% |
| 3M | -2.5% | +21.9% | -24.4% | +0.3% |
| 6M | +8.3% | +36.5% | -28.2% | +13.0% |
| YTD | +40.3% | +19.0% | +21.3% | +44.0% |
| 1Y | +38.8% | +21.0% | +17.9% | +42.3% |
| All | +38.8% | +20.4% | +18.5% | +42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 1y: compounded portfolio wealth divided by compounded VLTO 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…
1y analysis · Full analysis span regression · 6 months rolling