+153.3%
XOP vs VTEB
+1.2%
+152.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.2% | +0.2% |
| 7D | +2.6% | -0.9% | +3.5% | +2.3% |
| 30D | +9.6% | -2.5% | +12.1% | +8.7% |
| 3M | +20.4% | -3.0% | +23.3% | +19.3% |
| 6M | +19.9% | -2.1% | +22.0% | +19.1% |
| YTD | +56.4% | -1.5% | +57.9% | +55.3% |
| 1Y | +52.4% | +0.2% | +52.3% | +51.3% |
| 3Y | +39.9% | +8.6% | +31.3% | +36.6% |
| All | +153.3% | +1.2% | +152.1% | +100.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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