+17.3%
OXY vs VXUS
+146.4%
-129.1%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +4.2% | +2.1% | +2.1% | +1.5% |
| 30D | -4.3% | -1.1% | -3.2% | -3.7% |
| 3M | +2.3% | -5.6% | +7.9% | +8.2% |
| 6M | +5.5% | -2.3% | +7.8% | +5.0% |
| YTD | +44.9% | +10.4% | +34.5% | +18.7% |
| 1Y | +42.6% | +13.1% | +29.5% | +12.8% |
| 3Y | +0.7% | +68.0% | -67.3% | -55.7% |
| 5Y | +96.9% | +45.8% | +51.0% | +6.1% |
| All | +17.3% | +146.4% | -129.1% | -57.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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