+51.4%
XOP vs VLTO
+26.2%
+25.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.5% | +1.8% |
| 7D | +0.6% | -1.6% | +2.2% | +0.9% |
| 30D | +16.5% | -2.9% | +19.4% | +17.2% |
| 3M | +15.7% | +12.7% | +3.0% | +11.9% |
| 6M | +19.2% | +1.6% | +17.6% | +18.5% |
| YTD | +55.0% | -4.0% | +58.9% | +56.1% |
| 1Y | +54.2% | -10.2% | +64.3% | +58.9% |
| All | +51.4% | +26.2% | +25.2% | +40.4% |
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