+52.7%
XOP vs VT
+224.5%
-171.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +2.6% | +0.4% | +2.1% | +1.9% |
| 30D | +15.4% | +1.0% | +14.5% | +13.9% |
| 3M | +12.1% | +2.4% | +9.7% | +7.5% |
| 6M | +19.7% | +12.0% | +7.7% | -0.2% |
| YTD | +52.4% | +15.3% | +37.1% | +21.8% |
| 1Y | +47.6% | +22.6% | +25.0% | +8.2% |
| 3Y | +34.4% | +74.7% | -40.3% | -40.7% |
| 5Y | +154.4% | +66.1% | +88.2% | +21.2% |
| All | +52.7% | +224.5% | -171.8% | -70.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling