+224.6%
VT vs XPO
+1,289.5%
-1,064.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.7% | +1.1% |
| 7D | -0.7% | +0.5% | -1.2% | -0.8% |
| 30D | -1.7% | +4.7% | -6.4% | -2.8% |
| 3M | -2.3% | -7.1% | +4.8% | -1.0% |
| 6M | +1.5% | -6.3% | +7.8% | +2.3% |
| YTD | +12.0% | +39.1% | -27.0% | +2.8% |
| 1Y | +12.9% | +36.7% | -23.8% | +3.8% |
| 3Y | +74.9% | +127.4% | -52.5% | +37.6% |
| 5Y | +59.9% | +315.0% | -255.1% | +4.0% |
| 10Y | +224.6% | +1,263.5% | -1,038.8% | +65.8% |
| All | +224.6% | +1,289.5% | -1,064.8% | +65.8% |
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 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