+47.6%
XOP vs VEU
+28.8%
+18.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.5% | -1.4% | -0.7% |
| 7D | +2.6% | +1.1% | +1.4% | +3.0% |
| 30D | +15.4% | +2.2% | +13.3% | +16.3% |
| 3M | +12.1% | +3.0% | +9.1% | +13.4% |
| 6M | +19.7% | +10.9% | +8.8% | +26.1% |
| YTD | +52.4% | +18.2% | +34.2% | +51.0% |
| 1Y | +47.6% | +28.3% | +19.3% | +45.8% |
| All | +47.6% | +28.8% | +18.7% | +45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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