+112.0%
VSH vs XPO
+53.4%
+58.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +4.5% | -0.1% | +2.2% |
| 7D | +4.1% | +2.4% | +1.6% | +2.8% |
| 30D | -4.2% | -3.5% | -0.6% | -2.3% |
| 3M | -50.0% | -11.9% | -38.0% | -47.0% |
| 6M | +80.2% | -10.0% | +90.1% | +86.8% |
| YTD | +121.1% | +42.1% | +79.0% | +89.3% |
| 1Y | +112.0% | +47.6% | +64.4% | +82.8% |
| All | +112.0% | +53.4% | +58.6% | +82.8% |
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