+1,142.3%
VST vs XOP
+49.8%
+1,092.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.6% | -0.9% | +0.8% |
| 7D | +10.9% | +0.5% | +10.5% | +10.8% |
| 30D | -15.6% | -7.3% | -8.3% | -13.2% |
| 3M | -7.8% | +1.4% | -9.2% | -8.2% |
| 6M | -12.0% | +7.8% | -19.7% | -14.8% |
| YTD | -16.9% | +44.5% | -61.4% | -28.5% |
| 1Y | -25.1% | +37.0% | -62.1% | -34.4% |
| 3Y | +297.1% | +40.8% | +256.3% | +246.6% |
| 5Y | +641.9% | +88.7% | +553.3% | +476.2% |
| 10Y | +1,142.3% | +49.9% | +1,092.4% | +712.9% |
| All | +1,142.3% | +49.8% | +1,092.5% | +712.9% |
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