+66.6%
VT vs XPO
+265.7%
-199.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.5% | -4.5% | -0.9% |
| 7D | +0.4% | +2.4% | -2.0% | -0.1% |
| 30D | +1.0% | -3.5% | +4.5% | +1.6% |
| 3M | +2.4% | -11.9% | +14.3% | +4.7% |
| 6M | +12.0% | -10.0% | +22.0% | +13.6% |
| YTD | +15.3% | +42.1% | -26.7% | +6.1% |
| 1Y | +22.6% | +47.6% | -25.0% | +11.2% |
| 3Y | +74.7% | +153.6% | -78.9% | +34.3% |
| All | +66.6% | +265.7% | -199.1% | +8.3% |
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