+36.5%
XOP vs VLTO
+56.1%
-19.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | +0.1% |
| 7D | -10.0% | +2.0% | -12.1% | -10.4% |
| 30D | -9.1% | +21.8% | -30.9% | -12.5% |
| 3M | +5.1% | +20.2% | -15.1% | +1.3% |
| 6M | +6.4% | +36.3% | -30.0% | -0.8% |
| YTD | +39.7% | +18.8% | +20.9% | +35.0% |
| 1Y | +37.2% | +20.4% | +16.8% | +31.8% |
| 3Y | +37.6% | +71.9% | -34.3% | +23.3% |
| All | +36.5% | +56.1% | -19.6% | +21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 10y: compounded portfolio wealth divided by compounded VLTO 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…
10y analysis · Full analysis span regression · 6 months rolling