+1,162.4%
VST vs XOP
+44.9%
+1,117.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.8% | -2.8% | -2.3% |
| 7D | -6.0% | -8.4% | +2.3% | -2.9% |
| 30D | -18.8% | -8.4% | -10.4% | -16.1% |
| 3M | -8.0% | +0.2% | -8.2% | -8.1% |
| 6M | -10.9% | +7.2% | -18.1% | -13.7% |
| YTD | -18.3% | +40.8% | -59.1% | -29.0% |
| 1Y | -29.9% | +36.3% | -66.2% | -38.6% |
| 3Y | +290.3% | +37.2% | +253.1% | +243.8% |
| 5Y | +635.3% | +86.6% | +548.7% | +473.7% |
| 10Y | +1,162.4% | +44.0% | +1,118.3% | +737.6% |
| All | +1,162.4% | +44.9% | +1,117.4% | +737.6% |
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 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