+87.1%
VTRS vs XPO
+151.0%
-63.9%
-45.0%
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 | -2.2% | -5.7% | +3.5% | -1.3% |
| 30D | +3.3% | -12.8% | +16.1% | +5.5% |
| 3M | +2.0% | -20.0% | +22.0% | +5.4% |
| 6M | +19.9% | -6.0% | +26.0% | +20.7% |
| YTD | +35.7% | +34.0% | +1.7% | +29.3% |
| 1Y | +68.1% | +35.6% | +32.5% | +59.2% |
| 3Y | +87.1% | +152.3% | -65.2% | +61.2% |
| All | +87.1% | +151.0% | -63.9% | +61.2% |
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 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