+47.8%
XOM vs VLTO
+21.9%
+25.9%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.2% | +0.5% |
| 7D | +2.8% | +1.0% | +1.9% | +2.9% |
| 30D | -3.6% | +17.5% | -21.1% | -2.5% |
| 3M | +8.2% | +21.4% | -13.1% | +9.9% |
| 6M | +14.0% | +38.1% | -24.1% | +16.3% |
| YTD | +44.6% | +19.0% | +25.6% | +44.4% |
| 1Y | +47.8% | +20.7% | +27.1% | +48.1% |
| All | +47.8% | +21.9% | +25.9% | +48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 1y: compounded portfolio wealth divided by compounded VLTO 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…
1y analysis · Full analysis span regression · 6 months rolling