+732.1%
VMC vs XPO
+10,316.6%
-9,584.5%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.5% | -3.6% | +0.3% |
| 7D | -4.3% | +2.4% | -6.7% | -4.7% |
| 30D | -8.2% | -3.5% | -4.7% | -7.8% |
| 3M | -7.0% | -11.9% | +4.9% | -5.5% |
| 6M | -10.8% | -10.0% | -0.8% | -9.7% |
| YTD | -7.4% | +42.1% | -49.5% | -12.6% |
| 1Y | -9.5% | +47.6% | -57.1% | -15.4% |
| 3Y | +20.5% | +153.6% | -133.1% | +2.5% |
| 5Y | +51.6% | +266.5% | -214.9% | +19.7% |
| 10Y | +150.0% | +1,460.4% | -1,310.4% | +65.5% |
| All | +732.1% | +10,316.6% | -9,584.5% | +381.4% |
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