+36.2%
OXY vs VUG
+13.0%
+23.2%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +1.0% |
| 7D | +2.8% | -0.5% | +3.3% | +2.6% |
| 30D | +5.5% | -1.0% | +6.4% | +5.0% |
| 3M | +11.3% | +3.5% | +7.8% | +13.7% |
| 6M | +11.6% | +14.2% | -2.6% | +21.5% |
| YTD | +51.6% | +8.5% | +43.1% | +63.7% |
| 1Y | +36.2% | +12.9% | +23.3% | +52.0% |
| All | +36.2% | +13.0% | +23.2% | +52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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