+225.7%
VIK vs XPO
+69.9%
+155.8%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.3% | +1.2% |
| 7D | -0.9% | -5.7% | +4.7% | +1.4% |
| 30D | -18.4% | -12.8% | -5.6% | -13.8% |
| 3M | -8.8% | -20.0% | +11.2% | -0.7% |
| 6M | +17.1% | -6.0% | +23.2% | +19.3% |
| YTD | +19.0% | +34.0% | -15.0% | +5.1% |
| 1Y | +30.1% | +35.6% | -5.4% | +13.3% |
| All | +225.7% | +69.9% | +155.8% | +147.7% |
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