+262.4%
VST vs OXY
-5.9%
+268.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | 0.0% | +10.5% | +10.5% |
| 7D | -9.8% | -11.9% | +2.1% | -7.2% |
| 30D | -25.1% | -3.1% | -22.0% | -24.5% |
| 3M | -11.6% | +1.1% | -12.7% | -12.0% |
| 6M | -20.9% | +3.2% | -24.1% | -22.2% |
| YTD | -22.3% | +39.0% | -61.3% | -33.7% |
| 1Y | -32.0% | +42.7% | -74.7% | -42.9% |
| 3Y | +262.4% | -3.5% | +265.9% | +252.0% |
| All | +262.4% | -5.9% | +268.3% | +252.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling