+28.3%
XOP vs VG
-51.4%
+79.7%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | -14.7% | -22.0% | +7.3% | -9.8% |
| 30D | -7.7% | -11.6% | +4.0% | -5.2% |
| 3M | +4.4% | -14.9% | +19.3% | +7.8% |
| 6M | +3.5% | -3.5% | +7.1% | +3.1% |
| YTD | +39.4% | +70.0% | -30.6% | +22.5% |
| 1Y | +39.8% | +50.0% | -10.2% | +24.8% |
| All | +28.3% | -51.4% | +79.7% | +26.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling