+75.7%
VTI vs XPO
+151.0%
-75.3%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -0.9% | -5.7% | +4.8% | +0.1% |
| 30D | -1.4% | -12.8% | +11.4% | +0.9% |
| 3M | +3.6% | -20.0% | +23.6% | +7.6% |
| 6M | +13.6% | -6.0% | +19.6% | +14.1% |
| YTD | +12.9% | +34.0% | -21.1% | +5.5% |
| 1Y | +17.2% | +35.6% | -18.3% | +8.8% |
| 3Y | +75.7% | +152.3% | -76.6% | +43.0% |
| All | +75.7% | +151.0% | -75.3% | +43.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling