+163.4%
XOP vs VEU
+53.0%
+110.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +1.2% |
| 7D | +1.6% | -1.9% | +3.6% | +3.1% |
| 30D | +9.6% | -0.7% | +10.3% | +10.0% |
| 3M | +16.9% | +4.9% | +12.1% | +11.8% |
| 6M | +24.0% | +9.8% | +14.2% | +11.8% |
| YTD | +56.2% | +15.3% | +40.9% | +33.3% |
| 1Y | +51.8% | +23.0% | +28.8% | +21.1% |
| 3Y | +37.0% | +73.5% | -36.5% | -24.7% |
| 5Y | +163.4% | +54.5% | +108.9% | +73.1% |
| All | +163.4% | +53.0% | +110.3% | +73.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling