+86.6%
XOP vs VNQ
+240.6%
-154.0%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +1.2% |
| 7D | +1.0% | -0.9% | +1.8% | +1.5% |
| 30D | +10.8% | -2.2% | +13.1% | +12.3% |
| 3M | +19.5% | -1.9% | +21.4% | +20.6% |
| 6M | +21.6% | +3.2% | +18.3% | +17.9% |
| YTD | +55.8% | +9.4% | +46.4% | +45.6% |
| 1Y | +54.6% | +7.5% | +47.1% | +46.0% |
| 3Y | +36.6% | +31.1% | +5.6% | +12.7% |
| 5Y | +160.6% | +6.6% | +154.1% | +144.0% |
| 10Y | +56.2% | +63.9% | -7.7% | +14.9% |
| All | +86.6% | +240.6% | -154.0% | -20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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