+4,994.2%
XPO vs VO
+827.2%
+4,167.0%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.2% | +4.7% | +4.7% |
| 7D | +2.4% | -0.3% | +2.7% | +2.6% |
| 30D | -3.5% | -0.3% | -3.2% | -3.2% |
| 3M | -11.9% | +2.9% | -14.9% | -14.1% |
| 6M | -10.0% | +9.3% | -19.3% | -16.5% |
| YTD | +42.1% | +14.2% | +27.9% | +27.3% |
| 1Y | +47.6% | +15.3% | +32.3% | +31.5% |
| 3Y | +153.6% | +56.2% | +97.3% | +78.6% |
| 5Y | +266.5% | +42.4% | +224.1% | +190.0% |
| 10Y | +1,460.4% | +194.7% | +1,265.7% | +711.2% |
| All | +4,994.2% | +827.2% | +4,167.0% | +1,603.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling