+48.9%
XOP vs VLTO
+27.2%
+21.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.5% |
| 7D | +2.6% | -2.3% | +4.8% | +3.0% |
| 30D | +15.4% | -0.9% | +16.3% | +15.6% |
| 3M | +12.1% | +13.8% | -1.8% | +8.1% |
| 6M | +19.7% | +2.0% | +17.7% | +18.9% |
| YTD | +52.4% | -3.2% | +55.6% | +53.3% |
| 1Y | +47.6% | -9.2% | +56.7% | +51.7% |
| All | +48.9% | +27.2% | +21.7% | +37.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling