+1,472.3%
XPO vs VT
+222.7%
+1,249.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | 0.0% | +4.5% | +4.5% |
| 7D | +2.4% | +0.4% | +2.0% | +1.7% |
| 30D | -3.5% | +1.0% | -4.5% | -5.0% |
| 3M | -11.9% | +2.4% | -14.3% | -15.5% |
| 6M | -10.0% | +12.0% | -22.0% | -25.1% |
| YTD | +42.1% | +15.3% | +26.7% | +12.9% |
| 1Y | +47.6% | +22.6% | +25.0% | +6.1% |
| 3Y | +153.6% | +74.7% | +78.9% | +5.6% |
| 5Y | +266.5% | +66.1% | +200.4% | +72.7% |
| All | +1,472.3% | +222.7% | +1,249.6% | +160.8% |
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