+33.0%
XOP vs VG
-46.6%
+79.6%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +5.5% | -2.9% | +1.4% |
| 7D | +0.5% | +5.5% | -5.0% | -0.8% |
| 30D | -7.3% | -3.6% | -3.7% | -6.7% |
| 3M | +1.4% | -4.0% | +5.4% | +1.9% |
| 6M | +7.8% | +9.4% | -1.6% | +4.3% |
| YTD | +44.5% | +86.6% | -42.1% | +24.2% |
| 1Y | +37.0% | +69.5% | -32.5% | +19.4% |
| All | +33.0% | -46.6% | +79.6% | +27.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling