+187.3%
VEU vs XPO
+10,387.0%
-10,199.7%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.1% | +2.3% | -0.3% |
| 7D | +0.3% | -0.9% | +1.2% | +0.4% |
| 30D | +0.7% | -8.1% | +8.8% | +1.9% |
| 3M | +4.7% | -19.0% | +23.7% | +7.9% |
| 6M | +11.6% | -5.2% | +16.8% | +12.1% |
| YTD | +16.8% | +35.6% | -18.8% | +10.7% |
| 1Y | +24.9% | +41.1% | -16.2% | +17.1% |
| 3Y | +75.7% | +157.9% | -82.2% | +45.8% |
| 5Y | +56.1% | +265.6% | -209.5% | +18.9% |
| 10Y | +153.6% | +1,516.8% | -1,363.2% | +51.1% |
| All | +187.3% | +10,387.0% | -10,199.7% | +26.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling