+55.0%
XOP vs VEU
+155.0%
-100.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -1.1% |
| 7D | +2.6% | -1.4% | +4.1% | +4.3% |
| 30D | +9.6% | -0.4% | +10.0% | +9.9% |
| 3M | +20.4% | +2.5% | +17.8% | +15.5% |
| 6M | +19.9% | +11.1% | +8.8% | +0.5% |
| YTD | +56.4% | +16.5% | +39.9% | +22.2% |
| 1Y | +52.4% | +22.9% | +29.5% | +10.6% |
| 3Y | +39.9% | +73.4% | -33.5% | -38.1% |
| 5Y | +163.7% | +56.1% | +107.6% | +36.5% |
| All | +55.0% | +155.0% | -100.0% | -54.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling