+77.6%
XOP vs VIG
+674.4%
-596.8%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +6.3% | +3.5% | +2.9% | +1.3% |
| 30D | -6.6% | +4.9% | -11.5% | -13.2% |
| 3M | +3.6% | +2.5% | +1.0% | -0.8% |
| 6M | +10.8% | +11.0% | -0.3% | -5.8% |
| YTD | +48.3% | +16.0% | +32.3% | +17.1% |
| 1Y | +42.9% | +17.5% | +25.4% | +10.6% |
| 3Y | +43.3% | +67.0% | -23.7% | -33.3% |
| 5Y | +94.0% | +64.8% | +29.2% | -9.0% |
| 10Y | +53.7% | +263.6% | -209.9% | -77.2% |
| All | +77.6% | +674.4% | -596.8% | -90.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 all: compounded portfolio wealth divided by compounded VIG 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…
all analysis · Full analysis span regression · 6 months rolling