+52.6%
XOM vs VTEB
+0.4%
+52.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.4% | -5.0% | -3.7% |
| 7D | -7.0% | +0.9% | -7.9% | -5.3% |
| 30D | +3.2% | +3.7% | -0.4% | +11.4% |
| 3M | +10.7% | -0.8% | +11.5% | +1.7% |
| 6M | +11.6% | -0.9% | +12.5% | +2.6% |
| YTD | +43.5% | -0.1% | +43.6% | +34.2% |
| 1Y | +52.6% | +0.2% | +52.3% | +42.7% |
| All | +52.6% | +0.4% | +52.2% | +42.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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