-29.9%
VST vs XOP
+37.2%
-67.1%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.8% | -2.8% | -2.0% |
| 7D | -6.0% | -8.4% | +2.3% | -6.5% |
| 30D | -18.8% | -8.4% | -10.4% | -19.0% |
| 3M | -8.0% | +0.2% | -8.2% | -6.4% |
| 6M | -10.9% | +7.2% | -18.1% | -7.8% |
| YTD | -18.3% | +40.8% | -59.1% | -6.6% |
| 1Y | -29.9% | +36.3% | -66.2% | -20.4% |
| All | -29.9% | +37.2% | -67.1% | -20.4% |
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