+476.5%
V vs XPO
+1,236.5%
-760.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.7% |
| 7D | -0.4% | +6.9% | -7.2% | -1.9% |
| 30D | +6.3% | +4.1% | +2.2% | +5.2% |
| 3M | +17.2% | -9.7% | +26.9% | +19.4% |
| 6M | +29.2% | -3.8% | +33.0% | +29.2% |
| YTD | +20.8% | +38.8% | -18.0% | +9.6% |
| 1Y | +25.0% | +34.2% | -9.2% | +14.1% |
| 3Y | +75.3% | +126.9% | -51.6% | +33.9% |
| 5Y | +105.8% | +297.5% | -191.6% | +28.3% |
| All | +476.5% | +1,236.5% | -760.0% | +166.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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