+60.5%
XOM vs VTI
+75.8%
-15.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.4% | +0.3% |
| 7D | +4.1% | -0.9% | +5.0% | +4.3% |
| 30D | +4.6% | -1.4% | +6.0% | +4.9% |
| 3M | +14.0% | +3.6% | +10.4% | +12.8% |
| 6M | +11.0% | +13.6% | -2.6% | +6.6% |
| YTD | +40.7% | +12.9% | +27.8% | +35.3% |
| 1Y | +52.3% | +17.2% | +35.1% | +44.0% |
| 3Y | +60.5% | +75.7% | -15.2% | +29.2% |
| All | +60.5% | +75.8% | -15.3% | +29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 3y: compounded portfolio wealth divided by compounded VTI 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…
3y analysis · Full analysis span regression · 6 months rolling