+52.5%
V vs XPO
+159.4%
-106.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.6% | -0.1% | -1.5% |
| 7D | -1.1% | +2.7% | -3.8% | -1.4% |
| 30D | +1.9% | -6.2% | +8.1% | +2.6% |
| 3M | +15.5% | -15.4% | +30.9% | +17.7% |
| 6M | +16.6% | +0.7% | +15.9% | +15.5% |
| YTD | +5.7% | +39.8% | -34.1% | -0.6% |
| 1Y | +8.6% | +43.3% | -34.8% | +1.2% |
| 3Y | +52.5% | +166.0% | -113.5% | +28.1% |
| All | +52.5% | +159.4% | -106.9% | +28.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling