+905.2%
VRT vs XOP
+156.6%
+748.6%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.8% | +5.2% | +4.7% |
| 7D | +9.1% | +2.6% | +6.6% | +7.9% |
| 30D | +0.9% | +15.4% | -14.5% | -5.2% |
| 3M | -13.4% | +12.1% | -25.4% | -18.2% |
| 6M | +11.7% | +19.7% | -8.0% | +0.3% |
| YTD | +73.2% | +52.4% | +20.8% | +37.6% |
| 1Y | +123.4% | +47.6% | +75.9% | +79.5% |
| 3Y | +606.2% | +34.4% | +571.8% | +485.3% |
| All | +905.2% | +156.6% | +748.6% | +624.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling