+35.9%
XOP vs VO
+57.7%
-21.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.2% | +2.1% |
| 7D | +0.6% | +0.6% | 0.0% | +0.1% |
| 30D | +16.5% | -1.1% | +17.6% | +17.5% |
| 3M | +15.7% | +4.5% | +11.2% | +10.8% |
| 6M | +19.2% | +11.1% | +8.1% | +7.1% |
| YTD | +55.0% | +13.5% | +41.4% | +35.8% |
| 1Y | +54.2% | +14.5% | +39.7% | +33.8% |
| 3Y | +35.9% | +58.1% | -22.2% | -12.4% |
| All | +35.9% | +57.7% | -21.9% | -12.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling