+50.3%
XOP vs VO
+197.6%
-147.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +2.7% |
| 7D | +5.2% | +2.9% | +2.2% | +1.5% |
| 30D | -8.4% | +1.0% | -9.4% | -9.8% |
| 3M | +2.9% | -1.7% | +4.7% | +4.5% |
| 6M | +8.8% | +6.7% | +2.1% | -0.9% |
| YTD | +46.9% | +14.0% | +32.9% | +21.6% |
| 1Y | +41.5% | +13.7% | +27.8% | +17.4% |
| 3Y | +43.1% | +65.8% | -22.7% | -27.1% |
| 5Y | +92.2% | +36.6% | +55.6% | +25.7% |
| All | +50.3% | +197.6% | -147.3% | -60.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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