+728.7%
XOM vs VTI
+953.2%
-224.5%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.5% | +2.8% | +2.7% |
| 7D | 0.0% | -0.4% | +0.4% | +0.3% |
| 30D | +3.4% | -1.6% | +5.0% | +4.7% |
| 3M | +11.0% | +3.6% | +7.4% | +7.0% |
| 6M | +10.6% | +13.0% | -2.4% | -2.1% |
| YTD | +39.2% | +12.7% | +26.5% | +23.2% |
| 1Y | +52.7% | +18.4% | +34.4% | +29.0% |
| 3Y | +56.8% | +76.4% | -19.7% | -9.7% |
| 5Y | +261.8% | +73.7% | +188.1% | +105.8% |
| 10Y | +191.3% | +302.5% | -111.2% | -23.7% |
| All | +728.7% | +953.2% | -224.5% | -16.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling