+897.3%
VST vs XOP
+36.2%
+861.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -2.9% | -3.3% | -5.2% |
| 7D | -19.9% | -12.7% | -7.2% | -15.9% |
| 30D | -29.7% | -7.6% | -22.0% | -27.7% |
| 3M | -19.6% | +5.8% | -25.4% | -21.2% |
| 6M | -29.4% | -2.7% | -26.7% | -29.2% |
| YTD | -29.7% | +39.7% | -69.4% | -38.7% |
| 1Y | -40.0% | +42.4% | -82.5% | -48.3% |
| 3Y | +231.0% | +26.4% | +204.5% | +199.2% |
| 5Y | +500.1% | +78.9% | +421.1% | +374.3% |
| 10Y | +1,004.2% | +52.1% | +952.1% | +622.5% |
| All | +897.3% | +36.2% | +861.1% | +578.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling