+800.0%
VGT vs XOP
+58.6%
+741.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.1% | +1.1% | +1.2% |
| 7D | -0.2% | +2.6% | -2.8% | -0.8% |
| 30D | -0.4% | +9.6% | -10.0% | -2.7% |
| 3M | +4.4% | +20.4% | -15.9% | -0.6% |
| 6M | +32.1% | +19.9% | +12.2% | +24.9% |
| YTD | +28.8% | +56.4% | -27.6% | +13.4% |
| 1Y | +35.3% | +52.4% | -17.1% | +19.7% |
| 3Y | +124.8% | +39.9% | +84.9% | +100.6% |
| 5Y | +137.9% | +163.7% | -25.8% | +77.7% |
| All | +800.0% | +58.6% | +741.3% | +564.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 10y: compounded portfolio wealth divided by compounded XOP 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…
10y analysis · Full analysis span regression · 6 months rolling