+4.1%
OXY vs VXUS
+179.6%
-175.5%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.4% | -1.5% |
| 7D | +1.6% | +1.0% | +0.6% | +0.4% |
| 30D | +11.6% | +2.2% | +9.4% | +8.6% |
| 3M | +2.8% | +3.0% | -0.2% | -1.9% |
| 6M | +13.0% | +10.7% | +2.4% | -3.9% |
| YTD | +47.4% | +17.8% | +29.5% | +15.7% |
| 1Y | +31.5% | +27.6% | +3.9% | -6.6% |
| 3Y | -1.9% | +73.3% | -75.2% | -53.2% |
| 5Y | +148.0% | +54.3% | +93.6% | +36.1% |
| 10Y | +2.3% | +149.8% | -147.6% | -63.6% |
| All | +4.1% | +179.6% | -175.5% | -68.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling