+150.8%
VEU vs XPO
+1,516.3%
-1,365.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.1% |
| 7D | -1.4% | -5.7% | +4.2% | -0.3% |
| 30D | -0.4% | -12.8% | +12.4% | +2.1% |
| 3M | +2.5% | -20.0% | +22.5% | +6.7% |
| 6M | +11.1% | -6.0% | +17.2% | +11.9% |
| YTD | +16.5% | +34.0% | -17.5% | +9.1% |
| 1Y | +22.9% | +35.6% | -12.6% | +14.2% |
| 3Y | +73.4% | +152.3% | -78.9% | +36.2% |
| 5Y | +56.1% | +264.4% | -208.3% | +8.4% |
| All | +150.8% | +1,516.3% | -1,365.5% | +28.8% |
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