+161.6%
OXY vs VXUS
+54.3%
+107.3%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.8% | +1.5% |
| 7D | +0.6% | +0.3% | +0.4% | +0.5% |
| 30D | +4.5% | +0.7% | +3.9% | +4.0% |
| 3M | +8.9% | +4.8% | +4.1% | +5.2% |
| 6M | +12.5% | +11.3% | +1.1% | +2.4% |
| YTD | +50.5% | +16.5% | +34.0% | +31.5% |
| 1Y | +38.6% | +24.3% | +14.3% | +14.6% |
| 3Y | -1.2% | +74.5% | -75.7% | -40.0% |
| 5Y | +161.6% | +54.3% | +107.3% | +90.5% |
| All | +161.6% | +54.3% | +107.3% | +90.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling