+1,934.0%
VRT vs XPO
+479.0%
+1,454.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +2.2% | -5.8% | -4.5% |
| 7D | +10.5% | +9.0% | +1.5% | +7.1% |
| 30D | -9.3% | +4.2% | -13.5% | -10.6% |
| 3M | -29.6% | -8.7% | -20.9% | -27.1% |
| 6M | -45.4% | -2.8% | -42.6% | -45.0% |
| YTD | +24.8% | +41.9% | -17.1% | +8.2% |
| 1Y | +23.6% | +42.3% | -18.7% | +6.7% |
| 3Y | +379.7% | +127.3% | +252.4% | +234.8% |
| 5Y | +660.3% | +306.4% | +354.0% | +307.4% |
| All | +1,934.0% | +479.0% | +1,454.9% | +807.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling