+150.1%
VXUS vs XOP
+52.9%
+97.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.3% | -0.9% |
| 7D | +0.3% | +1.0% | -0.7% | +0.1% |
| 30D | +0.7% | +10.8% | -10.2% | -1.6% |
| 3M | +4.8% | +19.5% | -14.7% | +0.5% |
| 6M | +11.3% | +21.6% | -10.3% | +5.6% |
| YTD | +16.5% | +55.8% | -39.3% | +4.2% |
| 1Y | +24.3% | +54.6% | -30.4% | +11.1% |
| 3Y | +74.5% | +36.6% | +37.9% | +58.1% |
| 5Y | +54.3% | +160.6% | -106.3% | +17.2% |
| 10Y | +150.1% | +56.2% | +93.9% | +86.0% |
| All | +150.1% | +52.9% | +97.2% | +86.0% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling