+31.5%
OXY vs VTV
+27.0%
+4.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -1.0% |
| 7D | +1.6% | +0.5% | +1.1% | +1.7% |
| 30D | +11.6% | +1.1% | +10.5% | +11.7% |
| 3M | +2.8% | +5.9% | -3.1% | +3.0% |
| 6M | +13.0% | +11.6% | +1.4% | +15.1% |
| YTD | +47.4% | +19.8% | +27.6% | +38.6% |
| 1Y | +31.5% | +26.2% | +5.2% | +16.7% |
| All | +31.5% | +27.0% | +4.5% | +16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 1y: compounded portfolio wealth divided by compounded VTV 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…
1y analysis · Full analysis span regression · 6 months rolling