+1,220.0%
XPO vs VT
+222.7%
+997.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.8% |
| 7D | +6.9% | +2.9% | +4.0% | +2.2% |
| 30D | +4.1% | -2.5% | +6.6% | +8.2% |
| 3M | -9.7% | -3.3% | -6.4% | -5.1% |
| 6M | -3.8% | +1.5% | -5.3% | -6.8% |
| YTD | +38.8% | +11.4% | +27.4% | +16.3% |
| 1Y | +34.2% | +11.9% | +22.3% | +11.7% |
| 3Y | +126.9% | +73.9% | +53.0% | -5.2% |
| 5Y | +297.5% | +57.9% | +239.6% | +102.6% |
| All | +1,220.0% | +222.7% | +997.3% | +116.9% |
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