+752.2%
XOM vs VTV
+706.8%
+45.4%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +1.3% |
| 7D | +1.9% | -2.1% | +3.9% | +3.9% |
| 30D | +4.1% | -1.3% | +5.4% | +5.3% |
| 3M | +10.4% | +5.6% | +4.8% | +4.3% |
| 6M | +13.0% | +12.4% | +0.6% | 0.0% |
| YTD | +40.1% | +17.6% | +22.4% | +18.4% |
| 1Y | +51.1% | +23.5% | +27.6% | +21.6% |
| 3Y | +57.7% | +67.0% | -9.3% | -6.3% |
| 5Y | +264.7% | +80.5% | +184.2% | +101.0% |
| 10Y | +193.1% | +230.6% | -37.5% | -6.1% |
| All | +752.2% | +706.8% | +45.4% | +13.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling