+1,238.2%
VST vs OXY
+8.2%
+1,230.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | +1.4% |
| 7D | +9.9% | -0.5% | +10.4% | +10.0% |
| 30D | +7.9% | +8.5% | -0.6% | +6.0% |
| 3M | +3.4% | +6.0% | -2.6% | +1.8% |
| 6M | -4.1% | +13.0% | -17.1% | -7.7% |
| YTD | -5.7% | +48.9% | -54.6% | -15.0% |
| 1Y | -18.9% | +36.4% | -55.3% | -25.7% |
| 3Y | +359.1% | -2.3% | +361.3% | +348.0% |
| 5Y | +766.9% | +160.6% | +606.2% | +569.4% |
| All | +1,238.2% | +8.2% | +1,230.0% | +910.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling