+4,875.3%
XPO vs VO
+825.5%
+4,049.8%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | +0.6% |
| 7D | +6.9% | +2.9% | +3.9% | +4.2% |
| 30D | +4.1% | +1.0% | +3.1% | +3.3% |
| 3M | -9.7% | -1.7% | -8.0% | -8.2% |
| 6M | -3.8% | +6.7% | -10.5% | -9.0% |
| YTD | +38.8% | +14.0% | +24.8% | +24.7% |
| 1Y | +34.2% | +13.7% | +20.5% | +21.1% |
| 3Y | +126.9% | +65.8% | +61.1% | +51.7% |
| 5Y | +297.5% | +36.6% | +260.9% | +224.7% |
| 10Y | +1,260.5% | +198.9% | +1,061.6% | +601.5% |
| All | +4,875.3% | +825.5% | +4,049.8% | +1,567.8% |
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