+51.7%
XOP vs VT
+221.8%
-170.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.3% |
| 7D | +6.3% | +2.4% | +4.0% | +3.2% |
| 30D | -6.6% | -1.5% | -5.1% | -5.3% |
| 3M | +3.6% | -4.1% | +7.7% | +8.2% |
| 6M | +10.8% | +0.6% | +10.2% | +7.5% |
| YTD | +48.3% | +11.0% | +37.2% | +23.3% |
| 1Y | +42.9% | +13.3% | +29.6% | +15.4% |
| 3Y | +43.3% | +73.4% | -30.1% | -36.8% |
| 5Y | +94.0% | +57.4% | +36.5% | -1.5% |
| All | +51.7% | +221.8% | -170.1% | -70.5% |
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