+264.7%
XOM vs VIG
+61.5%
+203.3%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.9% |
| 7D | +1.9% | -2.2% | +4.1% | +3.2% |
| 30D | +4.1% | -3.2% | +7.3% | +6.0% |
| 3M | +10.4% | +3.0% | +7.4% | +8.3% |
| 6M | +13.0% | +8.1% | +4.9% | +7.3% |
| YTD | +40.1% | +9.1% | +31.0% | +32.2% |
| 1Y | +51.1% | +12.6% | +38.6% | +39.5% |
| 3Y | +57.7% | +55.4% | +2.3% | +17.1% |
| 5Y | +264.7% | +62.8% | +202.0% | +156.9% |
| All | +264.7% | +61.5% | +203.3% | +156.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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