+168.3%
VXUS vs XOP
+6.8%
+161.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.6% | -1.7% | +0.3% |
| 7D | -0.5% | +0.5% | -1.0% | -0.6% |
| 30D | -1.2% | -7.3% | +6.1% | +0.5% |
| 3M | -3.8% | +1.4% | -5.2% | -4.6% |
| 6M | -1.7% | +7.8% | -9.4% | -4.4% |
| YTD | +11.4% | +44.5% | -33.1% | -0.9% |
| 1Y | +13.3% | +37.0% | -23.7% | +2.2% |
| 3Y | +70.0% | +40.8% | +29.2% | +49.5% |
| 5Y | +48.1% | +88.7% | -40.6% | +16.0% |
| 10Y | +147.1% | +49.9% | +97.2% | +82.9% |
| All | +168.3% | +6.8% | +161.5% | +103.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling