+1,934.0%
VRT vs XOP
+31.7%
+1,902.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.9% | -4.5% | -3.9% |
| 7D | +10.5% | +6.3% | +4.2% | +8.3% |
| 30D | -9.3% | -6.6% | -2.7% | -7.1% |
| 3M | -29.6% | +3.6% | -33.1% | -30.4% |
| 6M | -45.4% | +10.8% | -56.1% | -47.6% |
| YTD | +24.8% | +48.3% | -23.4% | +7.1% |
| 1Y | +23.6% | +42.9% | -19.3% | +7.4% |
| 3Y | +379.7% | +43.3% | +336.4% | +317.3% |
| 5Y | +660.3% | +94.0% | +566.4% | +501.1% |
| All | +1,934.0% | +31.7% | +1,902.2% | +1,012.4% |
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