+212.8%
XOM vs VT
+58.5%
+154.2%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.5% | +2.1% |
| 7D | +2.7% | +2.9% | -0.2% | +1.6% |
| 30D | -2.5% | -2.5% | 0.0% | -1.6% |
| 3M | +7.0% | -3.3% | +10.3% | +8.2% |
| 6M | +14.2% | +1.5% | +12.7% | +12.6% |
| YTD | +43.9% | +11.4% | +32.6% | +34.7% |
| 1Y | +47.9% | +11.9% | +36.0% | +38.0% |
| 3Y | +80.6% | +73.9% | +6.7% | +28.6% |
| 5Y | +212.8% | +57.9% | +154.9% | +132.9% |
| All | +212.8% | +58.5% | +154.2% | +132.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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