+262.4%
VST vs XOP
+25.8%
+236.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -0.2% | +10.7% | +10.6% |
| 7D | -9.8% | -14.7% | +4.9% | -1.9% |
| 30D | -25.1% | -7.7% | -17.5% | -21.9% |
| 3M | -11.6% | +4.4% | -16.0% | -13.7% |
| 6M | -20.9% | +3.5% | -24.5% | -23.3% |
| YTD | -22.3% | +39.4% | -61.7% | -40.9% |
| 1Y | -32.0% | +39.8% | -71.8% | -48.9% |
| 3Y | +262.4% | +29.7% | +232.7% | +197.0% |
| All | +262.4% | +25.8% | +236.6% | +197.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling