+5.9%
OXY vs VO
+197.9%
-192.0%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +1.3% |
| 7D | +1.4% | -2.5% | +3.9% | +4.4% |
| 30D | +4.0% | -3.2% | +7.3% | +8.0% |
| 3M | +7.6% | +3.9% | +3.7% | +1.9% |
| 6M | +16.2% | +9.6% | +6.6% | +1.4% |
| YTD | +50.8% | +11.6% | +39.2% | +28.6% |
| 1Y | +34.7% | +12.6% | +22.1% | +13.2% |
| 3Y | -1.0% | +55.4% | -56.4% | -46.0% |
| 5Y | +163.2% | +41.8% | +121.3% | +57.6% |
| All | +5.9% | +197.9% | -192.0% | -68.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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