+162.4%
XOP vs VO
+43.2%
+119.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.2% | +2.2% |
| 7D | +0.6% | +0.6% | 0.0% | 0.0% |
| 30D | +16.5% | -1.1% | +17.6% | +17.6% |
| 3M | +15.7% | +4.5% | +11.2% | +10.4% |
| 6M | +19.2% | +11.1% | +8.1% | +6.3% |
| YTD | +55.0% | +13.5% | +41.4% | +34.9% |
| 1Y | +54.2% | +14.5% | +39.7% | +32.9% |
| 3Y | +35.9% | +58.1% | -22.2% | -15.2% |
| 5Y | +162.4% | +43.3% | +119.1% | +88.2% |
| All | +162.4% | +43.2% | +119.2% | +88.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling