+85.6%
XOP vs VTR
+497.1%
-411.5%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.9% |
| 7D | +0.6% | -2.4% | +3.0% | +1.6% |
| 30D | +16.5% | -3.7% | +20.3% | +18.2% |
| 3M | +15.7% | +13.5% | +2.2% | +9.0% |
| 6M | +19.2% | +7.2% | +12.0% | +14.4% |
| YTD | +55.0% | +17.6% | +37.4% | +42.7% |
| 1Y | +54.2% | +35.4% | +18.8% | +33.2% |
| 3Y | +35.9% | +132.8% | -97.0% | -9.4% |
| 5Y | +162.4% | +88.7% | +73.8% | +87.8% |
| 10Y | +50.2% | +87.6% | -37.5% | -3.5% |
| All | +85.6% | +497.1% | -411.5% | -37.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling