+51.8%
XOP vs VCLT
-3.8%
+55.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | -1.3% |
| 7D | +1.6% | -1.3% | +2.9% | -0.1% |
| 30D | +9.6% | -1.1% | +10.7% | +8.0% |
| 3M | +16.9% | -3.7% | +20.6% | +12.0% |
| 6M | +24.0% | -4.0% | +28.1% | +19.4% |
| YTD | +56.2% | -3.4% | +59.6% | +50.4% |
| 1Y | +51.8% | -4.1% | +55.9% | +46.3% |
| All | +51.8% | -3.8% | +55.6% | +46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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