+778.5%
VTI vs XOP
+86.0%
+692.5%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.2% | -1.1% |
| 7D | +0.6% | +0.6% | 0.0% | +0.4% |
| 30D | -1.1% | +16.5% | -17.6% | -6.0% |
| 3M | +3.9% | +15.7% | -11.8% | -1.4% |
| 6M | +14.6% | +19.2% | -4.6% | +6.9% |
| YTD | +13.3% | +55.0% | -41.6% | -3.4% |
| 1Y | +19.2% | +54.2% | -35.0% | +1.4% |
| 3Y | +77.4% | +35.9% | +41.5% | +54.7% |
| 5Y | +74.0% | +162.4% | -88.4% | +16.8% |
| 10Y | +294.6% | +50.2% | +244.5% | +177.3% |
| All | +778.5% | +86.0% | +692.5% | +353.4% |
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