+36.2%
XOP vs VLTO
+54.8%
-18.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.3% |
| 7D | -14.7% | +5.4% | -20.1% | -15.6% |
| 30D | -7.7% | +22.3% | -30.0% | -11.3% |
| 3M | +4.4% | +19.6% | -15.2% | +0.8% |
| 6M | +3.5% | +35.2% | -31.6% | -3.3% |
| YTD | +39.4% | +17.9% | +21.6% | +34.9% |
| 1Y | +39.8% | +19.5% | +20.3% | +34.4% |
| 3Y | +29.7% | +73.9% | -44.3% | +16.3% |
| All | +36.2% | +54.8% | -18.6% | +21.3% |
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