-20.9%
VST vs XOP
+49.8%
-70.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.8% | +4.4% | +3.5% |
| 7D | +8.9% | +2.6% | +6.3% | +9.1% |
| 30D | +6.2% | +15.4% | -9.2% | +7.4% |
| 3M | -2.7% | +12.1% | -14.8% | -1.5% |
| 6M | -8.4% | +19.7% | -28.0% | -7.4% |
| YTD | -7.2% | +52.4% | -59.6% | -8.9% |
| 1Y | -20.9% | +47.6% | -68.5% | -22.3% |
| All | -20.9% | +49.8% | -70.7% | -22.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling