+237.5%
VIK vs XPO
+77.2%
+160.2%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.6% | +4.2% | +3.3% |
| 7D | +3.6% | +2.7% | +0.9% | +2.4% |
| 30D | -16.7% | -6.2% | -10.6% | -14.7% |
| 3M | -1.1% | -15.4% | +14.3% | +5.2% |
| 6M | +27.8% | +0.7% | +27.1% | +26.7% |
| YTD | +23.3% | +39.8% | -16.5% | +7.0% |
| 1Y | +38.2% | +43.3% | -5.1% | +17.6% |
| All | +237.5% | +77.2% | +160.2% | +152.2% |
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