+17.3%
OXY vs VO
+197.6%
-180.3%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +4.2% | +3.1% | +1.1% | +0.3% |
| 30D | -4.3% | +2.2% | -6.5% | -7.2% |
| 3M | +2.3% | -2.5% | +4.8% | +4.7% |
| 6M | +5.5% | +7.0% | -1.4% | -4.3% |
| YTD | +44.9% | +14.0% | +30.9% | +19.7% |
| 1Y | +42.6% | +15.6% | +27.0% | +15.5% |
| 3Y | +0.7% | +66.2% | -65.4% | -49.8% |
| 5Y | +96.9% | +36.6% | +60.2% | +25.0% |
| All | +17.3% | +197.6% | -180.3% | -61.6% |
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