+150.1%
VXUS vs XPO
+1,410.5%
-1,260.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.1% | +2.3% | -0.2% |
| 7D | +0.3% | -0.9% | +1.2% | +0.4% |
| 30D | +0.7% | -8.1% | +8.8% | +2.2% |
| 3M | +4.8% | -19.0% | +23.8% | +8.7% |
| 6M | +11.3% | -5.2% | +16.5% | +11.9% |
| YTD | +16.5% | +35.6% | -19.1% | +8.8% |
| 1Y | +24.3% | +41.1% | -16.8% | +14.6% |
| 3Y | +74.5% | +157.9% | -83.4% | +36.5% |
| 5Y | +54.3% | +265.6% | -211.3% | +7.2% |
| 10Y | +150.1% | +1,516.8% | -1,366.7% | +25.8% |
| All | +150.1% | +1,410.5% | -1,260.4% | +25.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling