-9.5%
VMC vs XPO
+53.4%
-62.9%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.5% | -3.6% | 0.0% |
| 7D | -4.3% | +2.4% | -6.7% | -4.8% |
| 30D | -8.2% | -3.5% | -4.7% | -7.6% |
| 3M | -7.0% | -11.9% | +4.9% | -4.9% |
| 6M | -10.8% | -10.0% | -0.8% | -9.6% |
| YTD | -7.4% | +42.1% | -49.5% | -13.6% |
| 1Y | -9.5% | +47.6% | -57.1% | -15.7% |
| All | -9.5% | +53.4% | -62.9% | -15.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling