+1.7%
OXY vs VTEB
+8.6%
-6.9%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.7% |
| 7D | +2.8% | -0.9% | +3.8% | +2.4% |
| 30D | +5.5% | -2.5% | +8.0% | +4.3% |
| 3M | +11.3% | -3.0% | +14.3% | +9.9% |
| 6M | +11.6% | -2.1% | +13.7% | +10.5% |
| YTD | +51.6% | -1.5% | +53.0% | +49.7% |
| 1Y | +36.2% | +0.2% | +36.0% | +33.9% |
| 3Y | +1.7% | +8.6% | -6.8% | -1.5% |
| All | +1.7% | +8.6% | -6.9% | -1.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling