+51.8%
XOP vs VFC
-14.7%
+66.5%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.1% |
| 7D | +1.6% | -3.3% | +4.9% | +1.4% |
| 30D | +9.6% | -14.0% | +23.6% | +8.7% |
| 3M | +16.9% | -22.6% | +39.5% | +15.3% |
| 6M | +24.0% | -24.7% | +48.7% | +21.0% |
| YTD | +56.2% | -29.0% | +85.2% | +53.4% |
| 1Y | +51.8% | -13.8% | +65.6% | +41.8% |
| All | +51.8% | -14.7% | +66.5% | +41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VFC.
Daily Out/Under-Performance
Portfolio return minus VFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VFC 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 VFC 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