+45.3%
XOP vs VT
+15.2%
+30.1%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +1.7% | -8.1% | -5.4% |
| 7D | -10.5% | -0.3% | -10.2% | -10.5% |
| 30D | -4.3% | -1.4% | -2.9% | -4.9% |
| 3M | +4.7% | -1.4% | +6.1% | +4.2% |
| 6M | -0.1% | +5.5% | -5.5% | +3.4% |
| YTD | +43.8% | +12.8% | +31.0% | +51.8% |
| 1Y | +45.3% | +15.4% | +29.8% | +51.6% |
| All | +45.3% | +15.2% | +30.1% | +51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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