+221.9%
VIK vs XPO
+70.0%
+151.8%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -0.8% |
| 7D | -1.8% | -1.3% | -0.5% | -1.4% |
| 30D | -17.3% | -10.4% | -6.9% | -13.6% |
| 3M | -5.1% | -15.7% | +10.6% | +1.1% |
| 6M | +16.2% | -6.3% | +22.5% | +18.5% |
| YTD | +17.6% | +34.2% | -16.5% | +3.8% |
| 1Y | +33.5% | +39.9% | -6.4% | +14.8% |
| All | +221.9% | +70.0% | +151.8% | +144.7% |
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 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