+146.3%
VXUS vs XPO
+1,236.5%
-1,090.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.9% |
| 7D | +2.3% | +6.9% | -4.6% | +1.0% |
| 30D | -2.2% | +4.1% | -6.3% | -3.1% |
| 3M | -5.4% | -9.7% | +4.3% | -3.7% |
| 6M | -1.2% | -3.8% | +2.5% | -1.0% |
| YTD | +10.4% | +38.8% | -28.4% | +2.5% |
| 1Y | +11.8% | +34.2% | -22.4% | +4.3% |
| 3Y | +68.4% | +126.9% | -58.5% | +35.7% |
| 5Y | +45.9% | +297.5% | -251.6% | -0.4% |
| All | +146.3% | +1,236.5% | -1,090.2% | +34.2% |
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 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