+1,002.6%
VST vs OXY
+1.0%
+1,001.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | 0.0% | +10.5% | +10.5% |
| 7D | -9.8% | -11.9% | +2.1% | -7.3% |
| 30D | -25.1% | -3.1% | -22.0% | -24.6% |
| 3M | -11.6% | +1.1% | -12.7% | -12.0% |
| 6M | -20.9% | +3.2% | -24.1% | -22.0% |
| YTD | -22.3% | +39.0% | -61.3% | -29.0% |
| 1Y | -32.0% | +42.7% | -74.7% | -38.4% |
| 3Y | +262.4% | -3.5% | +265.9% | +254.8% |
| 5Y | +563.4% | +81.3% | +482.0% | +454.5% |
| 10Y | +1,120.7% | +11.2% | +1,109.5% | +802.7% |
| All | +1,002.6% | +1.0% | +1,001.5% | +743.8% |
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 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