+16.5%
VXUS vs XOP
+45.9%
-29.3%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -6.4% | +8.4% | +0.9% |
| 7D | +0.2% | -10.5% | +10.7% | -1.5% |
| 30D | -2.3% | -4.3% | +2.1% | -2.9% |
| 3M | -2.8% | +4.7% | -7.5% | -1.7% |
| 6M | +2.6% | -0.1% | +2.7% | +3.3% |
| YTD | +12.0% | +43.8% | -31.8% | +9.7% |
| 1Y | +16.5% | +45.3% | -28.8% | +13.8% |
| All | +16.5% | +45.9% | -29.3% | +13.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling