+159.9%
XPO vs VLTO
+27.2%
+132.7%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.6% | +6.1% | +5.4% |
| 7D | +2.4% | -2.3% | +4.7% | +3.7% |
| 30D | -3.5% | -0.9% | -2.7% | -3.3% |
| 3M | -11.9% | +13.8% | -25.8% | -18.9% |
| 6M | -10.0% | +2.0% | -12.0% | -11.6% |
| YTD | +42.1% | -3.2% | +45.3% | +43.7% |
| 1Y | +47.6% | -9.2% | +56.8% | +55.6% |
| All | +159.9% | +27.2% | +132.7% | +126.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 5y: compounded portfolio wealth divided by compounded VLTO 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…
5y analysis · Full analysis span regression · 6 months rolling