+60.5%
XOM vs VTV
+67.6%
-7.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.3% | 0.0% |
| 7D | +4.1% | -1.1% | +5.2% | +4.8% |
| 30D | +4.6% | -1.0% | +5.6% | +5.2% |
| 3M | +14.0% | +4.6% | +9.3% | +10.4% |
| 6M | +11.0% | +13.5% | -2.5% | +0.9% |
| YTD | +40.7% | +18.5% | +22.2% | +23.5% |
| 1Y | +52.3% | +22.9% | +29.4% | +29.6% |
| 3Y | +60.5% | +67.8% | -7.4% | +5.0% |
| All | +60.5% | +67.6% | -7.2% | +5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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