+55.4%
VXUS vs XOP
+156.8%
-101.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | -0.7% |
| 7D | +1.6% | +0.6% | +1.0% | +1.5% |
| 30D | +1.0% | +16.5% | -15.5% | -1.8% |
| 3M | +5.7% | +15.7% | -10.1% | +2.6% |
| 6M | +13.6% | +19.2% | -5.6% | +8.9% |
| YTD | +17.4% | +55.0% | -37.6% | +5.8% |
| 1Y | +25.1% | +54.2% | -29.1% | +12.6% |
| 3Y | +75.8% | +35.9% | +40.0% | +60.1% |
| 5Y | +55.4% | +162.4% | -107.0% | +22.4% |
| All | +55.4% | +156.8% | -101.4% | +22.4% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling