+52.3%
XOP vs VOO
+817.1%
-764.8%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.5% | -0.3% |
| 7D | +2.6% | +0.1% | +2.5% | +2.4% |
| 30D | +15.4% | +0.1% | +15.4% | +15.2% |
| 3M | +12.1% | +2.0% | +10.0% | +8.1% |
| 6M | +19.7% | +13.0% | +6.7% | -0.8% |
| YTD | +52.4% | +13.6% | +38.8% | +25.2% |
| 1Y | +47.6% | +20.1% | +27.5% | +12.1% |
| 3Y | +34.4% | +77.6% | -43.2% | -41.3% |
| 5Y | +154.4% | +82.4% | +71.9% | +5.2% |
| 10Y | +54.7% | +316.8% | -262.2% | -80.6% |
| All | +52.3% | +817.1% | -764.8% | -93.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling