+1,855.0%
VRT vs XOP
+25.1%
+1,829.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.8% | -3.9% | -3.4% |
| 7D | -17.7% | -8.4% | -9.3% | -15.1% |
| 30D | -20.0% | -8.4% | -11.6% | -17.6% |
| 3M | -28.1% | +0.2% | -28.2% | -28.1% |
| 6M | -42.8% | +7.2% | -50.1% | -44.6% |
| YTD | +20.0% | +40.8% | -20.9% | +4.6% |
| 1Y | +3.5% | +36.3% | -32.8% | -8.8% |
| 3Y | +366.1% | +37.2% | +328.9% | +311.3% |
| 5Y | +632.2% | +86.6% | +545.5% | +486.5% |
| All | +1,855.0% | +25.1% | +1,829.8% | +987.0% |
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