+1,065.6%
VRT vs CVX
+167.4%
+898.3%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.6% | +3.1% | +3.6% |
| 7D | +13.6% | -0.6% | +14.2% | +13.7% |
| 30D | +6.8% | +13.4% | -6.7% | +3.8% |
| 3M | -3.2% | +11.8% | -15.1% | -5.8% |
| 6M | +20.3% | +12.4% | +7.9% | +15.9% |
| YTD | +79.6% | +41.5% | +38.1% | +60.5% |
| 1Y | +139.0% | +41.6% | +97.4% | +113.0% |
| 3Y | +644.6% | +42.2% | +602.4% | +556.6% |
| All | +1,065.6% | +167.4% | +898.3% | +907.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling