+297.8%
VTI vs XOP
+58.6%
+239.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | -0.9% | +2.6% | -3.5% | -1.5% |
| 30D | -1.4% | +9.6% | -11.0% | -3.7% |
| 3M | +3.6% | +20.4% | -16.8% | -1.4% |
| 6M | +13.6% | +19.9% | -6.3% | +7.5% |
| YTD | +12.9% | +56.4% | -43.5% | -0.6% |
| 1Y | +17.2% | +52.4% | -35.2% | +3.6% |
| 3Y | +75.7% | +39.9% | +35.8% | +56.6% |
| 5Y | +75.4% | +163.7% | -88.3% | +29.5% |
| All | +297.8% | +58.6% | +239.1% | +185.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling