+265.6%
XPO vs VO
+42.2%
+223.4%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.2% | -1.7% |
| 7D | -0.9% | -0.6% | -0.3% | 0.0% |
| 30D | -8.1% | -1.9% | -6.2% | -5.1% |
| 3M | -19.0% | +3.3% | -22.3% | -22.9% |
| 6M | -5.2% | +9.7% | -14.9% | -18.1% |
| YTD | +35.6% | +12.6% | +23.0% | +13.2% |
| 1Y | +41.1% | +13.6% | +27.5% | +16.3% |
| 3Y | +157.9% | +56.8% | +101.1% | +31.7% |
| 5Y | +265.6% | +42.3% | +223.4% | +121.3% |
| All | +265.6% | +42.2% | +223.4% | +121.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling