+290.3%
VST vs XOP
+37.1%
+253.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.8% | -2.8% | -2.5% |
| 7D | -6.0% | -8.4% | +2.3% | -1.3% |
| 30D | -18.8% | -8.4% | -10.4% | -14.8% |
| 3M | -8.0% | +0.2% | -8.2% | -8.2% |
| 6M | -10.9% | +7.2% | -18.1% | -15.4% |
| YTD | -18.3% | +40.8% | -59.1% | -38.2% |
| 1Y | -29.9% | +36.3% | -66.2% | -46.1% |
| 3Y | +290.3% | +37.2% | +253.1% | +217.3% |
| All | +290.3% | +37.1% | +253.2% | +217.3% |
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