+10.6%
XOM vs VEA
+14.1%
-3.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.9% | +3.1% | +1.7% |
| 7D | 0.0% | +0.3% | -0.3% | +0.3% |
| 30D | +3.4% | +0.4% | +3.0% | +3.8% |
| 3M | +11.0% | +4.8% | +6.2% | +14.5% |
| 6M | +10.6% | +11.3% | -0.6% | +19.9% |
| All | +10.6% | +14.1% | -3.5% | +19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 6mo: compounded portfolio wealth divided by compounded VEA 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…
6mo analysis · Full analysis span regression · 6 months rolling