+1,216.9%
VST vs XOP
+48.6%
+1,168.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.8% | +4.4% | +3.8% |
| 7D | +8.9% | +2.6% | +6.3% | +8.0% |
| 30D | +6.2% | +15.4% | -9.2% | +1.0% |
| 3M | -2.7% | +12.1% | -14.8% | -6.9% |
| 6M | -8.4% | +19.7% | -28.0% | -15.1% |
| YTD | -7.2% | +52.4% | -59.6% | -21.5% |
| 1Y | -20.9% | +47.6% | -68.5% | -32.6% |
| 3Y | +384.0% | +34.4% | +349.6% | +327.5% |
| 5Y | +757.1% | +154.4% | +602.7% | +503.8% |
| All | +1,216.9% | +48.6% | +1,168.2% | +769.6% |
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