+6.4%
OXY vs VTEB
+17.9%
-11.5%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.3% |
| 7D | +2.8% | -0.9% | +3.8% | +3.2% |
| 30D | +5.5% | -2.5% | +8.0% | +6.5% |
| 3M | +11.3% | -3.0% | +14.3% | +12.6% |
| 6M | +11.6% | -2.1% | +13.7% | +12.4% |
| YTD | +51.6% | -1.5% | +53.0% | +52.1% |
| 1Y | +36.2% | +0.2% | +36.0% | +35.4% |
| 3Y | +1.7% | +8.6% | -6.8% | -3.5% |
| 5Y | +164.5% | +1.2% | +163.3% | +161.2% |
| All | +6.4% | +17.9% | -11.5% | +5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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