+1,205.2%
VST vs XPO
+1,421.2%
-215.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +6.3% | +1.0% | +6.0% |
| 7D | -0.5% | -1.9% | +1.4% | 0.0% |
| 30D | -17.1% | +2.5% | -19.6% | -17.4% |
| 3M | -4.6% | -7.2% | +2.6% | -3.1% |
| 6M | -9.1% | -8.1% | -1.0% | -7.9% |
| YTD | -16.6% | +38.3% | -55.0% | -23.1% |
| 1Y | -29.5% | +33.6% | -63.0% | -34.7% |
| 3Y | +297.5% | +133.1% | +164.4% | +223.5% |
| 5Y | +654.5% | +308.9% | +345.6% | +431.1% |
| 10Y | +1,205.2% | +1,371.8% | -166.5% | +657.3% |
| All | +1,205.2% | +1,421.2% | -215.9% | +657.3% |
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