+183.8%
VXUS vs XOP
+12.6%
+171.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.7% |
| 7D | +1.0% | +2.6% | -1.5% | +0.3% |
| 30D | +2.2% | +15.4% | -13.3% | -1.7% |
| 3M | +3.0% | +12.1% | -9.1% | -0.4% |
| 6M | +10.7% | +19.7% | -9.0% | +4.3% |
| YTD | +17.8% | +52.4% | -34.6% | +3.8% |
| 1Y | +27.6% | +47.6% | -20.0% | +13.0% |
| 3Y | +73.3% | +34.4% | +38.9% | +54.8% |
| 5Y | +54.3% | +154.4% | -100.1% | +11.2% |
| 10Y | +149.8% | +54.7% | +95.1% | +84.0% |
| All | +183.8% | +12.6% | +171.2% | +113.2% |
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