+64.2%
XOM vs VLTO
+54.8%
+9.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.1% | +0.3% |
| 7D | -11.4% | +5.4% | -16.8% | -11.9% |
| 30D | +1.1% | +22.3% | -21.2% | -1.0% |
| 3M | +7.8% | +19.6% | -11.8% | +5.8% |
| 6M | +13.0% | +35.2% | -22.1% | +9.0% |
| YTD | +40.6% | +17.9% | +22.7% | +38.0% |
| 1Y | +49.1% | +19.5% | +29.5% | +45.8% |
| 3Y | +72.9% | +73.9% | -1.0% | +64.1% |
| All | +64.2% | +54.8% | +9.3% | +51.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling