+18.0%
VMC vs XPO
+153.8%
-135.8%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.1% | -0.2% | -2.5% |
| 7D | -5.3% | -0.9% | -4.4% | -5.1% |
| 30D | -12.3% | -8.1% | -4.2% | -10.5% |
| 3M | -10.3% | -19.0% | +8.8% | -5.8% |
| 6M | -8.6% | -5.2% | -3.4% | -8.0% |
| YTD | -11.9% | +35.6% | -47.5% | -19.5% |
| 1Y | -13.9% | +41.1% | -55.0% | -22.6% |
| All | +18.0% | +153.8% | -135.8% | -9.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling