+822.6%
VOO vs CVX
+410.8%
+411.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.1% | -0.8% |
| 7D | +0.5% | -0.6% | +1.1% | +0.8% |
| 30D | -0.9% | +13.4% | -14.4% | -5.6% |
| 3M | +3.9% | +11.8% | -7.9% | -0.9% |
| 6M | +14.5% | +12.4% | +2.1% | +8.3% |
| YTD | +13.0% | +41.5% | -28.5% | -2.8% |
| 1Y | +19.4% | +41.6% | -22.2% | +2.5% |
| 3Y | +78.9% | +42.2% | +36.6% | +50.6% |
| 5Y | +82.3% | +166.0% | -83.7% | +13.9% |
| 10Y | +314.2% | +207.2% | +107.0% | +123.6% |
| All | +822.6% | +410.8% | +411.9% | +242.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling