+374.9%
V vs XPO
+1,517.7%
-1,142.8%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.2% |
| 7D | -3.0% | -1.3% | -1.7% | -2.8% |
| 30D | +1.2% | -10.4% | +11.6% | +3.5% |
| 3M | +13.9% | -15.7% | +29.6% | +17.8% |
| 6M | +17.2% | -6.3% | +23.6% | +17.6% |
| YTD | +5.3% | +34.2% | -28.8% | -3.4% |
| 1Y | +9.5% | +39.9% | -30.5% | -1.3% |
| 3Y | +51.9% | +155.2% | -103.3% | +12.4% |
| 5Y | +69.6% | +264.7% | -195.1% | +8.5% |
| All | +374.9% | +1,517.7% | -1,142.8% | +120.8% |
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