-8.4%
VST vs OXY
+15.7%
-24.1%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.9% | +4.5% | +3.3% |
| 7D | +8.9% | +1.6% | +7.3% | +9.3% |
| 30D | +6.2% | +11.6% | -5.4% | +8.9% |
| 3M | -2.7% | +2.8% | -5.5% | -2.8% |
| 6M | -8.4% | +13.0% | -21.4% | -2.6% |
| All | -8.4% | +15.7% | -24.1% | -2.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling