+33.1%
VSH vs XPO
+161.8%
-128.7%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.5% | -0.3% |
| 7D | +6.2% | +2.7% | +3.5% | +5.0% |
| 30D | -11.1% | -6.2% | -4.9% | -8.5% |
| 3M | -44.9% | -15.4% | -29.5% | -40.7% |
| 6M | +90.0% | +0.7% | +89.2% | +89.7% |
| YTD | +118.8% | +39.8% | +79.0% | +88.2% |
| 1Y | +109.0% | +43.3% | +65.7% | +76.8% |
| All | +33.1% | +161.8% | -128.7% | +0.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling