+52.3%
XOM vs VTR
+33.3%
+19.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.4% |
| 7D | +4.1% | -0.3% | +4.4% | +4.1% |
| 30D | +4.6% | +1.1% | +3.5% | +4.7% |
| 3M | +14.0% | +7.9% | +6.1% | +15.1% |
| 6M | +11.0% | +6.2% | +4.8% | +12.3% |
| YTD | +40.7% | +17.7% | +23.0% | +43.2% |
| 1Y | +52.3% | +32.9% | +19.4% | +58.0% |
| All | +52.3% | +33.3% | +19.1% | +58.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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