+38.6%
OXY vs VLTO
-10.6%
+49.2%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.9% | +1.0% |
| 7D | +0.6% | -2.6% | +3.2% | +0.3% |
| 30D | +4.5% | -2.5% | +7.0% | +4.2% |
| 3M | +8.9% | +10.1% | -1.2% | +10.1% |
| 6M | +12.5% | +1.0% | +11.5% | +13.0% |
| YTD | +50.5% | -4.8% | +55.3% | +50.0% |
| 1Y | +38.6% | -9.3% | +47.9% | +38.6% |
| All | +38.6% | -10.6% | +49.2% | +38.6% |
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