+52.6%
XOM vs VWO
+5.9%
+46.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.7% | -6.3% | -3.7% |
| 7D | -7.0% | -1.3% | -5.7% | -7.5% |
| 30D | +3.2% | -7.1% | +10.4% | -0.3% |
| 3M | +10.7% | -6.1% | +16.8% | +7.6% |
| 6M | +11.6% | -3.9% | +15.5% | +10.1% |
| YTD | +43.5% | +5.0% | +38.5% | +43.3% |
| 1Y | +52.6% | +6.0% | +46.6% | +52.5% |
| All | +52.6% | +5.9% | +46.7% | +52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 VWO 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