+55.0%
XOP vs VTV
+234.5%
-179.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.9% |
| 7D | +2.6% | -1.1% | +3.7% | +4.3% |
| 30D | +9.6% | -1.0% | +10.6% | +11.1% |
| 3M | +20.4% | +4.6% | +15.7% | +11.9% |
| 6M | +19.9% | +13.5% | +6.4% | -2.6% |
| YTD | +56.4% | +18.5% | +37.9% | +18.8% |
| 1Y | +52.4% | +22.9% | +29.6% | +9.5% |
| 3Y | +39.9% | +67.8% | -28.0% | -37.7% |
| 5Y | +163.7% | +81.8% | +81.9% | +5.4% |
| All | +55.0% | +234.5% | -179.5% | -72.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 10y: compounded portfolio wealth divided by compounded VTV 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…
10y analysis · Full analysis span regression · 6 months rolling