+153.3%
XOP vs VTRS
+47.1%
+106.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | 0.0% |
| 7D | +2.6% | -2.2% | +4.8% | +3.1% |
| 30D | +9.6% | +3.3% | +6.3% | +8.8% |
| 3M | +20.4% | +2.0% | +18.4% | +19.4% |
| 6M | +19.9% | +19.9% | 0.0% | +13.4% |
| YTD | +56.4% | +35.7% | +20.7% | +42.5% |
| 1Y | +52.4% | +68.1% | -15.7% | +30.5% |
| 3Y | +39.9% | +87.1% | -47.2% | +11.4% |
| All | +153.3% | +47.1% | +106.2% | +97.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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