+175.8%
VSH vs XPO
+1,517.7%
-1,341.9%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.5% |
| 7D | +3.1% | -1.3% | +4.4% | +3.6% |
| 30D | -5.7% | -10.4% | +4.6% | -1.5% |
| 3M | -42.5% | -15.7% | -26.8% | -38.4% |
| 6M | +82.7% | -6.3% | +89.0% | +87.7% |
| YTD | +118.2% | +34.2% | +84.1% | +93.1% |
| 1Y | +109.7% | +39.9% | +69.7% | +81.4% |
| 3Y | +35.3% | +155.2% | -119.9% | -10.3% |
| 5Y | +65.6% | +264.7% | -199.1% | -10.5% |
| All | +175.8% | +1,517.7% | -1,341.9% | -10.9% |
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