+75.7%
VTI vs XOP
+36.3%
+39.4%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | -0.9% | +2.6% | -3.5% | -1.4% |
| 30D | -1.4% | +9.6% | -11.0% | -3.3% |
| 3M | +3.6% | +20.4% | -16.8% | -0.6% |
| 6M | +13.6% | +19.9% | -6.3% | +7.9% |
| YTD | +12.9% | +56.4% | -43.5% | -1.5% |
| 1Y | +17.2% | +52.4% | -35.2% | +2.7% |
| 3Y | +75.7% | +39.9% | +35.8% | +51.0% |
| All | +75.7% | +36.3% | +39.4% | +51.0% |
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