+317.6%
VOO vs CVX
+222.5%
+95.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.6% |
| 7D | -0.8% | +2.6% | -3.4% | -1.6% |
| 30D | -1.1% | +9.8% | -10.9% | -4.2% |
| 3M | +3.9% | +16.2% | -12.3% | -1.6% |
| 6M | +13.6% | +13.6% | 0.0% | +7.8% |
| YTD | +12.7% | +44.4% | -31.7% | -2.2% |
| 1Y | +17.6% | +40.6% | -23.0% | +2.8% |
| 3Y | +77.3% | +48.2% | +29.1% | +49.9% |
| 5Y | +84.1% | +172.3% | -88.1% | +19.5% |
| All | +317.6% | +222.5% | +95.1% | +147.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CVX.
Daily Out/Under-Performance
Portfolio return minus CVX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVX 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 CVX 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