+1,205.2%
VST vs XOP
+47.9%
+1,157.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.2% | +7.1% | +7.2% |
| 7D | -0.5% | -10.0% | +9.5% | +3.4% |
| 30D | -17.1% | -9.1% | -8.0% | -14.2% |
| 3M | -4.6% | +5.1% | -9.7% | -6.2% |
| 6M | -9.1% | +6.4% | -15.4% | -11.6% |
| YTD | -16.6% | +39.7% | -56.3% | -27.3% |
| 1Y | -29.5% | +37.2% | -66.7% | -38.4% |
| 3Y | +297.5% | +37.6% | +259.9% | +250.0% |
| 5Y | +654.5% | +76.5% | +578.0% | +498.8% |
| 10Y | +1,205.2% | +42.6% | +1,162.6% | +766.5% |
| All | +1,205.2% | +47.9% | +1,157.3% | +766.5% |
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 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