+1,002.6%
VST vs XPO
+1,291.4%
-288.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +0.3% | +10.3% | +10.5% |
| 7D | -9.8% | -6.7% | -3.1% | -8.4% |
| 30D | -25.1% | -1.9% | -23.3% | -24.8% |
| 3M | -11.6% | -9.9% | -1.7% | -9.7% |
| 6M | -20.9% | -16.4% | -4.6% | -18.3% |
| YTD | -22.3% | +30.2% | -52.5% | -27.4% |
| 1Y | -32.0% | +29.9% | -61.9% | -36.6% |
| 3Y | +262.4% | +122.6% | +139.8% | +198.2% |
| 5Y | +563.4% | +278.9% | +284.5% | +375.3% |
| 10Y | +1,120.7% | +1,375.3% | -254.6% | +620.9% |
| All | +1,002.6% | +1,291.4% | -288.9% | +530.9% |
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 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