+123.4%
VRT vs XOP
+49.8%
+73.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.8% | +5.2% | +4.3% |
| 7D | +9.1% | +2.6% | +6.6% | +9.4% |
| 30D | +0.9% | +15.4% | -14.5% | +2.2% |
| 3M | -13.4% | +12.1% | -25.4% | -12.0% |
| 6M | +11.7% | +19.7% | -8.0% | +9.0% |
| YTD | +73.2% | +52.4% | +20.8% | +55.1% |
| 1Y | +123.4% | +47.6% | +75.9% | +101.7% |
| All | +123.4% | +49.8% | +73.6% | +101.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling