+108.7%
XOMX price history and return analytics
+42.0%
+66.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +0.4% |
| 7D | +3.6% | -2.0% | +5.5% | +1.9% |
| 30D | +7.3% | -1.4% | +8.7% | +6.2% |
| 3M | +16.9% | +4.7% | +12.1% | +20.9% |
| 6M | +17.5% | +11.4% | +6.2% | +26.5% |
| YTD | +74.0% | +13.1% | +61.0% | +86.1% |
| 1Y | +95.0% | +19.0% | +76.0% | +105.3% |
| All | +108.7% | +42.0% | +66.8% | +83.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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