+377.4%
VT vs XPO
+11,066.6%
-10,689.1%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.5% | -4.5% | -0.8% |
| 7D | +0.4% | +2.4% | -2.0% | 0.0% |
| 30D | +1.0% | -3.5% | +4.5% | +1.5% |
| 3M | +2.4% | -11.9% | +14.3% | +4.3% |
| 6M | +12.0% | -10.0% | +22.0% | +13.3% |
| YTD | +15.3% | +42.1% | -26.7% | +7.8% |
| 1Y | +22.6% | +47.6% | -25.0% | +13.4% |
| 3Y | +74.7% | +153.6% | -78.9% | +43.6% |
| 5Y | +66.1% | +266.5% | -200.4% | +24.4% |
| 10Y | +225.0% | +1,460.4% | -1,235.4% | +90.3% |
| All | +377.4% | +11,066.6% | -10,689.1% | +103.6% |
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