+51.8%
XOP vs VSH
+109.0%
-57.2%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.2% | +0.2% |
| 7D | +1.6% | +3.1% | -1.5% | +1.6% |
| 30D | +9.6% | -5.7% | +15.3% | +9.6% |
| 3M | +16.9% | -42.5% | +59.4% | +17.2% |
| 6M | +24.0% | +82.7% | -58.6% | +16.9% |
| YTD | +56.2% | +118.2% | -62.0% | +41.7% |
| 1Y | +51.8% | +109.7% | -57.9% | +38.8% |
| All | +51.8% | +109.0% | -57.2% | +38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling