+1,216.9%
VST vs OXY
+7.1%
+1,209.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.9% | +4.5% | +3.7% |
| 7D | +8.9% | +1.6% | +7.3% | +8.5% |
| 30D | +6.2% | +11.6% | -5.4% | +3.7% |
| 3M | -2.7% | +2.8% | -5.5% | -3.7% |
| 6M | -8.4% | +13.0% | -21.4% | -11.8% |
| YTD | -7.2% | +47.4% | -54.6% | -16.2% |
| 1Y | -20.9% | +31.5% | -52.4% | -27.0% |
| 3Y | +384.0% | -1.9% | +385.9% | +371.9% |
| 5Y | +757.1% | +148.0% | +609.1% | +568.6% |
| All | +1,216.9% | +7.1% | +1,209.7% | +896.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling