+109.7%
VSH vs XPO
+38.9%
+70.8%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.4% |
| 7D | +3.1% | -1.3% | +4.4% | +3.7% |
| 30D | -5.7% | -10.4% | +4.6% | -0.5% |
| 3M | -42.5% | -15.7% | -26.8% | -37.8% |
| 6M | +82.7% | -6.3% | +89.0% | +88.6% |
| YTD | +118.2% | +34.2% | +84.1% | +91.9% |
| 1Y | +109.7% | +39.9% | +69.7% | +84.8% |
| All | +109.7% | +38.9% | +70.8% | +84.8% |
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