+92.7%
XOP vs VT
+57.0%
+35.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.2% |
| 7D | +6.3% | +2.4% | +4.0% | +4.2% |
| 30D | -6.6% | -1.5% | -5.1% | -5.7% |
| 3M | +3.6% | -4.1% | +7.7% | +6.8% |
| 6M | +10.8% | +0.6% | +10.2% | +8.6% |
| YTD | +48.3% | +11.0% | +37.2% | +30.0% |
| 1Y | +42.9% | +13.3% | +29.6% | +22.5% |
| 3Y | +43.3% | +73.4% | -30.1% | -22.5% |
| All | +92.7% | +57.0% | +35.6% | +23.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling