+2,545.5%
VRT vs XOP
+38.5%
+2,507.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +0.6% | -10.2% | -9.8% |
| 7D | +2.4% | +1.0% | +1.5% | +2.1% |
| 30D | -2.7% | +10.8% | -13.5% | -5.9% |
| 3M | -9.2% | +19.5% | -28.6% | -15.0% |
| 6M | -0.5% | +21.6% | -22.1% | -8.4% |
| YTD | +62.3% | +55.8% | +6.5% | +37.0% |
| 1Y | +109.6% | +54.6% | +54.9% | +76.9% |
| 3Y | +573.1% | +36.6% | +536.4% | +491.0% |
| 5Y | +953.6% | +160.6% | +793.0% | +666.3% |
| All | +2,545.5% | +38.5% | +2,507.1% | +1,323.5% |
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