-9.2%
GXO vs VT
+20.4%
-29.7%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.2% |
| 7D | -0.4% | -0.1% | -0.3% | -0.1% |
| 30D | -1.6% | -0.7% | -1.0% | -0.6% |
| 3M | -8.1% | +4.0% | -12.1% | -13.1% |
| 6M | -16.5% | +12.3% | -28.8% | -30.3% |
| YTD | -12.3% | +14.0% | -26.3% | -28.0% |
| 1Y | -9.2% | +20.3% | -29.5% | -28.8% |
| All | -9.2% | +20.4% | -29.7% | -28.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling