+221.8%
VT vs XPO
+1,266.4%
-1,044.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.2% | -2.5% | -0.8% |
| 7D | +2.4% | +9.0% | -6.6% | +0.5% |
| 30D | -1.5% | +4.2% | -5.7% | -2.5% |
| 3M | -4.1% | -8.7% | +4.5% | -2.5% |
| 6M | +0.6% | -2.8% | +3.3% | +0.5% |
| YTD | +11.0% | +41.9% | -30.8% | +1.5% |
| 1Y | +13.3% | +42.3% | -29.0% | +3.3% |
| 3Y | +73.4% | +127.3% | -53.9% | +36.4% |
| 5Y | +57.4% | +306.4% | -249.0% | +2.9% |
| All | +221.8% | +1,266.4% | -1,044.6% | +63.5% |
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