+1,451.6%
XPO vs VO
+197.9%
+1,253.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | +0.4% |
| 7D | -1.3% | -2.5% | +1.2% | +2.6% |
| 30D | -10.4% | -3.2% | -7.1% | -5.7% |
| 3M | -15.7% | +3.9% | -19.6% | -20.3% |
| 6M | -6.3% | +9.6% | -16.0% | -18.3% |
| YTD | +34.2% | +11.6% | +22.6% | +14.9% |
| 1Y | +39.9% | +12.6% | +27.3% | +18.4% |
| 3Y | +155.2% | +55.4% | +99.9% | +37.2% |
| 5Y | +264.7% | +41.8% | +222.8% | +134.2% |
| All | +1,451.6% | +197.9% | +1,253.6% | +247.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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