+403.5%
VRT vs XOP
+35.7%
+367.8%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +0.2% | +9.4% | +9.5% |
| 7D | -10.6% | -10.0% | -0.6% | -5.5% |
| 30D | -17.4% | -9.1% | -8.4% | -13.3% |
| 3M | -26.4% | +5.1% | -31.5% | -28.4% |
| 6M | -41.0% | +6.4% | -47.4% | -43.8% |
| YTD | +23.8% | +39.7% | -15.9% | -6.9% |
| 1Y | +11.6% | +37.2% | -25.6% | -15.2% |
| 3Y | +403.5% | +37.6% | +365.9% | +314.6% |
| All | +403.5% | +35.7% | +367.8% | +314.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling