+35.2%
XOP vs VG
+32.8%
+2.4%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.3% | -2.1% | -0.4% |
| 7D | -10.0% | -8.3% | -1.7% | -7.9% |
| 30D | -9.1% | -10.3% | +1.3% | -6.7% |
| 3M | +5.1% | -10.8% | +15.9% | +7.6% |
| 6M | +6.4% | +3.5% | +2.9% | +4.4% |
| YTD | +39.7% | +74.0% | -34.2% | +28.3% |
| All | +35.2% | +32.8% | +2.4% | +25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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