+63.4%
VSH vs XPO
+38.8%
+24.6%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.6% | -3.5% | -4.2% |
| 7D | -13.6% | +3.5% | -17.1% | -15.5% |
| 30D | -30.4% | +2.8% | -33.2% | -31.6% |
| 3M | -33.3% | -7.5% | -25.8% | -30.4% |
| 6M | -15.1% | -5.9% | -9.1% | -12.2% |
| YTD | +80.2% | +38.4% | +41.9% | +46.2% |
| 1Y | +63.4% | +33.7% | +29.7% | +34.7% |
| All | +63.4% | +38.8% | +24.6% | +34.7% |
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