+163.4%
XOP vs VTR
+90.0%
+73.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | -0.1% |
| 7D | +1.6% | -1.8% | +3.4% | +2.1% |
| 30D | +9.6% | +4.0% | +5.6% | +8.4% |
| 3M | +16.9% | +7.8% | +9.1% | +14.1% |
| 6M | +24.0% | +6.4% | +17.7% | +21.1% |
| YTD | +56.2% | +18.3% | +37.9% | +47.4% |
| 1Y | +51.8% | +33.9% | +17.8% | +37.4% |
| 3Y | +37.0% | +134.3% | -97.4% | -0.7% |
| 5Y | +163.4% | +90.3% | +73.1% | +107.4% |
| All | +163.4% | +90.0% | +73.4% | +107.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling