+160.6%
XOP vs VOO
+81.6%
+79.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.0% | +0.9% |
| 7D | +1.0% | -0.4% | +1.3% | +1.2% |
| 30D | +10.8% | -1.4% | +12.2% | +12.1% |
| 3M | +19.5% | +3.7% | +15.7% | +15.0% |
| 6M | +21.6% | +13.0% | +8.5% | +7.4% |
| YTD | +55.8% | +12.4% | +43.4% | +38.0% |
| 1Y | +54.6% | +18.6% | +36.1% | +29.8% |
| 3Y | +36.6% | +78.1% | -41.4% | -23.1% |
| 5Y | +160.6% | +82.3% | +78.4% | +47.1% |
| All | +160.6% | +81.6% | +79.1% | +47.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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