+44.8%
XOP vs VLTO
+56.4%
-11.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.3% | +0.8% |
| 7D | +6.3% | +1.0% | +5.4% | +6.2% |
| 30D | -6.6% | +17.5% | -24.1% | -9.5% |
| 3M | +3.6% | +21.4% | -17.8% | -0.4% |
| 6M | +10.8% | +38.1% | -27.4% | +2.9% |
| YTD | +48.3% | +19.0% | +29.2% | +43.2% |
| 1Y | +42.9% | +20.7% | +22.3% | +37.2% |
| 3Y | +43.3% | +64.3% | -21.0% | +28.5% |
| All | +44.8% | +56.4% | -11.5% | +28.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling