+56.4%
VICR vs XPO
+261.3%
-204.9%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | -0.1% | +11.2% | +11.2% |
| 7D | +5.0% | -5.7% | +10.6% | +8.1% |
| 30D | -12.5% | -12.8% | +0.3% | -5.9% |
| 3M | -33.6% | -20.0% | -13.6% | -26.0% |
| 6M | +10.7% | -6.0% | +16.7% | +15.0% |
| YTD | +80.6% | +34.0% | +46.5% | +58.7% |
| 1Y | +288.4% | +35.6% | +252.8% | +234.3% |
| 3Y | +213.8% | +152.3% | +61.5% | +75.4% |
| All | +56.4% | +261.3% | -204.9% | -37.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling