+219.8%
VT vs XPO
+1,421.2%
-1,201.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +6.3% | -3.7% | +1.3% |
| 7D | +0.4% | -1.9% | +2.3% | +0.8% |
| 30D | -2.6% | +2.5% | -5.1% | -3.2% |
| 3M | -3.2% | -7.2% | +3.9% | -2.0% |
| 6M | +0.9% | -8.1% | +9.0% | +2.1% |
| YTD | +11.3% | +38.3% | -27.0% | +2.3% |
| 1Y | +14.0% | +33.6% | -19.6% | +5.4% |
| 3Y | +75.8% | +133.1% | -57.2% | +37.6% |
| 5Y | +57.8% | +308.9% | -251.1% | +3.2% |
| 10Y | +219.8% | +1,371.8% | -1,152.0% | +66.0% |
| All | +219.8% | +1,421.2% | -1,201.4% | +66.0% |
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