-28.5%
VST vs XOP
+36.1%
-64.6%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.2% | +7.1% | +7.3% |
| 7D | -0.5% | -10.0% | +9.5% | -1.2% |
| 30D | -17.1% | -9.1% | -8.0% | -17.3% |
| 3M | -4.6% | +5.1% | -9.7% | -1.8% |
| 6M | -9.1% | +6.4% | -15.4% | -5.9% |
| YTD | -16.6% | +39.7% | -56.3% | -4.7% |
| All | -28.5% | +36.1% | -64.6% | -18.7% |
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