+13.9%
OXY vs VT
+346.0%
-332.1%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.2% |
| 7D | -11.9% | -2.3% | -9.6% | -9.6% |
| 30D | -3.1% | -5.0% | +1.8% | +2.5% |
| 3M | +1.1% | -4.9% | +5.9% | +6.4% |
| 6M | +3.2% | -1.5% | +4.8% | +2.7% |
| YTD | +39.0% | +8.5% | +30.5% | +19.8% |
| 1Y | +42.7% | +11.4% | +31.3% | +18.6% |
| 3Y | -3.5% | +70.1% | -73.6% | -54.2% |
| 5Y | +81.3% | +53.7% | +27.6% | -3.4% |
| 10Y | +11.2% | +220.0% | -208.8% | -72.8% |
| All | +13.9% | +346.0% | -332.1% | -83.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling