+1,298.7%
XPO vs VT
+215.5%
+1,083.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | 0.0% | -0.1% |
| 7D | -6.7% | -2.3% | -4.3% | -3.2% |
| 30D | -1.9% | -5.0% | +3.1% | +6.0% |
| 3M | -9.9% | -4.9% | -5.0% | -2.8% |
| 6M | -16.4% | -1.5% | -14.8% | -15.0% |
| YTD | +30.2% | +8.5% | +21.7% | +13.6% |
| 1Y | +29.9% | +11.4% | +18.5% | +8.7% |
| 3Y | +122.6% | +70.1% | +52.6% | -3.6% |
| 5Y | +278.9% | +53.7% | +225.2% | +101.5% |
| All | +1,298.7% | +215.5% | +1,083.1% | +168.4% |
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