+1,083.1%
VST vs OXY
-0.1%
+1,083.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.1% | +8.4% | +7.5% |
| 7D | -0.5% | -8.2% | +7.7% | +1.4% |
| 30D | -17.1% | -7.2% | -9.8% | -15.7% |
| 3M | -4.6% | +0.2% | -4.8% | -4.8% |
| 6M | -9.1% | +6.1% | -15.2% | -10.9% |
| YTD | -16.6% | +37.5% | -54.1% | -23.7% |
| 1Y | -29.5% | +37.7% | -67.1% | -35.6% |
| 3Y | +297.5% | -2.8% | +300.3% | +288.5% |
| 5Y | +654.5% | +77.6% | +576.9% | +533.4% |
| 10Y | +1,205.2% | +9.5% | +1,195.8% | +868.9% |
| All | +1,083.1% | -0.1% | +1,083.2% | +807.4% |
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