+361.0%
VRT vs CVX
+67.3%
+293.8%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.3% | -3.1% |
| 7D | -17.7% | -6.2% | -11.5% | -16.9% |
| 30D | -20.0% | -0.4% | -19.6% | -19.8% |
| 3M | -28.1% | +9.3% | -37.4% | -28.9% |
| 6M | -42.8% | +18.4% | -61.2% | -44.5% |
| YTD | +20.0% | +42.5% | -22.5% | +5.9% |
| 1Y | +3.5% | +41.0% | -37.5% | -8.2% |
| All | +361.0% | +67.3% | +293.8% | +302.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling