+1,097.3%
VTR vs XPO
+9,839.2%
-8,741.9%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.5% | -0.2% |
| 7D | -2.9% | -0.9% | -2.0% | -2.8% |
| 30D | -2.8% | -8.1% | +5.3% | -2.0% |
| 3M | +9.0% | -19.0% | +28.1% | +11.3% |
| 6M | +5.0% | -5.2% | +10.1% | +5.1% |
| YTD | +16.9% | +35.6% | -18.6% | +12.4% |
| 1Y | +34.3% | +41.1% | -6.8% | +28.2% |
| 3Y | +131.6% | +157.9% | -26.3% | +101.9% |
| 5Y | +88.0% | +265.6% | -177.6% | +54.3% |
| 10Y | +97.8% | +1,516.8% | -1,419.0% | +41.5% |
| All | +1,097.3% | +9,839.2% | -8,741.9% | +623.2% |
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