+769.3%
VST vs XPO
+265.7%
+503.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.5% | -1.0% | +2.4% |
| 7D | +8.9% | +2.4% | +6.5% | +8.2% |
| 30D | +6.2% | -3.5% | +9.7% | +7.0% |
| 3M | -2.7% | -11.9% | +9.2% | -0.1% |
| 6M | -8.4% | -10.0% | +1.6% | -6.8% |
| YTD | -7.2% | +42.1% | -49.3% | -16.2% |
| 1Y | -20.9% | +47.6% | -68.5% | -29.9% |
| 3Y | +384.0% | +153.6% | +230.4% | +276.3% |
| All | +769.3% | +265.7% | +503.6% | +486.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling