+47.2%
VXUS vs XOP
+76.5%
-29.3%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.2% | +2.6% | +2.8% |
| 7D | +0.8% | -10.0% | +10.8% | +2.6% |
| 30D | -1.9% | -9.1% | +7.2% | -0.4% |
| 3M | -4.4% | +5.1% | -9.5% | -5.6% |
| 6M | -2.0% | +6.4% | -8.4% | -3.8% |
| YTD | +11.1% | +39.7% | -28.6% | +1.6% |
| 1Y | +15.1% | +37.2% | -22.2% | +5.5% |
| 3Y | +70.4% | +37.6% | +32.8% | +53.5% |
| 5Y | +47.2% | +76.5% | -29.3% | +25.1% |
| All | +47.2% | +76.5% | -29.3% | +25.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling