+135.1%
VGT vs XOP
+156.4%
-21.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.3% | -1.1% |
| 7D | -1.0% | +1.6% | -2.7% | -1.5% |
| 30D | -0.4% | +9.6% | -10.0% | -2.8% |
| 3M | +6.6% | +16.9% | -10.3% | +2.0% |
| 6M | +31.0% | +24.0% | +7.0% | +22.1% |
| YTD | +27.2% | +56.2% | -29.0% | +10.2% |
| 1Y | +34.5% | +51.8% | -17.3% | +17.1% |
| 3Y | +123.1% | +37.0% | +86.2% | +95.9% |
| 5Y | +135.1% | +163.4% | -28.3% | +77.2% |
| All | +135.1% | +156.4% | -21.3% | +77.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling