+76.7%
OXY vs VT
+53.4%
+23.3%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | -11.9% | -2.3% | -9.6% | -10.7% |
| 30D | -3.1% | -5.0% | +1.8% | -0.1% |
| 3M | +1.1% | -4.9% | +5.9% | +4.0% |
| 6M | +3.2% | -1.5% | +4.8% | +3.0% |
| YTD | +39.0% | +8.5% | +30.5% | +27.0% |
| 1Y | +42.7% | +11.4% | +31.3% | +27.1% |
| 3Y | -3.5% | +70.1% | -73.6% | -41.4% |
| All | +76.7% | +53.4% | +23.3% | +24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling