+23.6%
VRT vs CVX
+48.4%
-24.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.6% | -5.2% | -3.1% |
| 7D | +10.5% | +3.4% | +7.1% | +11.7% |
| 30D | -9.3% | -1.0% | -8.3% | -9.6% |
| 3M | -29.6% | +12.2% | -41.8% | -25.5% |
| 6M | -45.4% | +20.3% | -65.7% | -39.5% |
| YTD | +24.8% | +48.3% | -23.5% | +28.7% |
| 1Y | +23.6% | +46.9% | -23.3% | +31.4% |
| All | +23.6% | +48.4% | -24.8% | +31.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling