+162.3%
VSH vs XPO
+10,316.6%
-10,154.2%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +4.5% | -0.1% | +3.6% |
| 7D | +4.1% | +2.4% | +1.6% | +3.6% |
| 30D | -4.2% | -3.5% | -0.6% | -3.4% |
| 3M | -50.0% | -11.9% | -38.0% | -48.7% |
| 6M | +80.2% | -10.0% | +90.1% | +84.0% |
| YTD | +121.1% | +42.1% | +79.0% | +107.2% |
| 1Y | +112.0% | +47.6% | +64.4% | +96.9% |
| 3Y | +22.5% | +153.6% | -131.1% | +2.9% |
| 5Y | +64.0% | +266.5% | -202.5% | +26.6% |
| 10Y | +170.4% | +1,460.4% | -1,290.1% | +72.7% |
| All | +162.3% | +10,316.6% | -10,154.2% | +50.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling