+348.0%
VT vs XPO
+10,105.5%
-9,757.4%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -6.2% | +2.1% | -3.1% |
| 7D | -4.2% | -3.6% | -0.6% | -3.6% |
| 30D | -5.8% | -3.8% | -2.0% | -5.3% |
| 3M | -5.2% | -11.8% | +6.6% | -3.4% |
| 6M | +0.1% | -15.0% | +15.1% | +2.4% |
| YTD | +8.2% | +29.9% | -21.6% | +2.6% |
| 1Y | +10.1% | +27.6% | -17.4% | +4.5% |
| 3Y | +69.7% | +121.9% | -52.2% | +42.8% |
| 5Y | +53.4% | +277.9% | -224.5% | +14.5% |
| 10Y | +219.2% | +1,371.4% | -1,152.2% | +89.0% |
| All | +348.0% | +10,105.5% | -9,757.4% | +93.7% |
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