+142.2%
VXUS vs XOP
+44.9%
+97.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -0.8% |
| 7D | +0.5% | -8.4% | +8.9% | +2.3% |
| 30D | -2.5% | -8.4% | +5.8% | -0.9% |
| 3M | -4.6% | +0.2% | -4.8% | -5.0% |
| 6M | -2.6% | +7.2% | -9.9% | -4.8% |
| YTD | +10.4% | +40.8% | -30.4% | +0.6% |
| 1Y | +12.9% | +36.3% | -23.4% | +3.5% |
| 3Y | +68.4% | +37.2% | +31.2% | +52.0% |
| 5Y | +47.7% | +86.6% | -39.0% | +21.0% |
| 10Y | +142.2% | +44.0% | +98.2% | +84.1% |
| All | +142.2% | +44.9% | +97.3% | +84.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling