+60.5%
XOM vs VEU
+73.8%
-13.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.6% | +0.3% |
| 7D | +4.1% | -1.4% | +5.5% | +4.3% |
| 30D | +4.6% | -0.4% | +5.0% | +4.6% |
| 3M | +14.0% | +2.5% | +11.4% | +13.4% |
| 6M | +11.0% | +11.1% | -0.2% | +7.7% |
| YTD | +40.7% | +16.5% | +24.2% | +33.4% |
| 1Y | +52.3% | +22.9% | +29.4% | +40.8% |
| 3Y | +60.5% | +73.4% | -13.0% | +25.2% |
| All | +60.5% | +73.8% | -13.3% | +25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 3y: compounded portfolio wealth divided by compounded VEU 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…
3y analysis · Full analysis span regression · 6 months rolling