+47.6%
XOP vs VTR
+36.9%
+10.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.0% | +1.2% | -1.0% |
| 7D | +2.6% | -1.7% | +4.2% | +2.4% |
| 30D | +15.4% | -2.4% | +17.9% | +15.2% |
| 3M | +12.1% | +14.8% | -2.7% | +14.1% |
| 6M | +19.7% | +5.3% | +14.3% | +20.9% |
| YTD | +52.4% | +18.1% | +34.3% | +53.0% |
| 1Y | +47.6% | +36.7% | +10.8% | +48.2% |
| All | +47.6% | +36.9% | +10.7% | +48.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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