+87.1%
XOP vs VTRS
+1.6%
+85.5%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +1.0% | +0.5% |
| 7D | +1.6% | -3.3% | +4.9% | +3.1% |
| 30D | +9.6% | +1.4% | +8.2% | +8.8% |
| 3M | +16.9% | +4.6% | +12.3% | +13.9% |
| 6M | +24.0% | +18.1% | +6.0% | +13.1% |
| YTD | +56.2% | +34.7% | +21.5% | +33.6% |
| 1Y | +51.8% | +65.6% | -13.8% | +17.8% |
| 3Y | +37.0% | +83.8% | -46.8% | -3.1% |
| 5Y | +163.4% | +46.5% | +116.9% | +96.7% |
| 10Y | +56.6% | -48.6% | +105.2% | +68.5% |
| All | +87.1% | +1.6% | +85.5% | -25.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling