+1,263.5%
XPO vs VT
+224.4%
+1,039.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | -1.4% |
| 7D | +0.5% | -0.7% | +1.2% | +1.8% |
| 30D | +4.7% | -1.7% | +6.4% | +7.4% |
| 3M | -7.1% | -2.3% | -4.8% | -3.9% |
| 6M | -6.3% | +1.5% | -7.8% | -9.2% |
| YTD | +39.1% | +12.0% | +27.0% | +15.4% |
| 1Y | +36.7% | +12.9% | +23.8% | +12.2% |
| 3Y | +127.4% | +74.9% | +52.5% | -5.9% |
| 5Y | +315.0% | +59.9% | +255.1% | +107.4% |
| 10Y | +1,263.5% | +224.6% | +1,038.8% | +123.9% |
| All | +1,263.5% | +224.4% | +1,039.1% | +123.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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