+1.0%
OXY vs VXUS
+73.0%
-72.0%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.8% | +1.3% |
| 7D | +0.6% | +0.3% | +0.4% | +0.5% |
| 30D | +4.5% | +0.7% | +3.9% | +4.3% |
| 3M | +8.9% | +4.8% | +4.1% | +7.0% |
| 6M | +12.5% | +11.3% | +1.1% | +6.2% |
| YTD | +50.5% | +16.5% | +34.0% | +36.7% |
| 1Y | +38.6% | +24.3% | +14.3% | +19.6% |
| All | +1.0% | +73.0% | -72.0% | -30.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling