-34.9%
VST vs OXY
+45.4%
-80.2%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | -5.1% | -8.7% | -14.5% |
| 7D | -15.7% | -8.8% | -6.9% | -17.0% |
| 30D | -17.0% | -1.7% | -15.3% | -16.9% |
| 3M | -15.9% | +4.5% | -20.4% | -14.6% |
| 6M | -25.0% | -4.0% | -21.0% | -25.5% |
| YTD | -25.1% | +41.4% | -66.5% | -19.5% |
| 1Y | -34.9% | +45.9% | -80.7% | -27.9% |
| All | -34.9% | +45.4% | -80.2% | -27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OXY.
Daily Out/Under-Performance
Portfolio return minus OXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OXY 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 OXY 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