-43.5%
GXO vs VT
+66.2%
-109.7%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -2.5% |
| 7D | +1.2% | +1.0% | +0.2% | -0.4% |
| 30D | -3.2% | -0.2% | -2.9% | -2.7% |
| 3M | -4.9% | +4.5% | -9.4% | -11.2% |
| 6M | -16.2% | +14.1% | -30.3% | -31.7% |
| YTD | -11.3% | +14.8% | -26.0% | -28.1% |
| 1Y | -10.6% | +21.2% | -31.8% | -33.6% |
| 3Y | -23.2% | +76.6% | -99.7% | -69.5% |
| 5Y | -43.5% | +66.6% | -110.1% | -75.1% |
| All | -43.5% | +66.2% | -109.7% | -75.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling