+257.2%
XOM vs VTEB
+1.2%
+256.0%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.6% |
| 7D | +4.1% | -0.9% | +5.0% | +3.7% |
| 30D | +4.6% | -2.5% | +7.1% | +3.6% |
| 3M | +14.0% | -3.0% | +16.9% | +12.8% |
| 6M | +11.0% | -2.1% | +13.1% | +10.2% |
| YTD | +40.7% | -1.5% | +42.2% | +39.7% |
| 1Y | +52.3% | +0.2% | +52.1% | +51.4% |
| 3Y | +60.5% | +8.6% | +51.9% | +60.6% |
| All | +257.2% | +1.2% | +256.0% | +196.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling