+1,371.8%
XPO vs VT
+223.7%
+1,148.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.6% | +3.7% | +2.1% |
| 7D | -1.9% | +0.4% | -2.3% | -2.4% |
| 30D | +2.5% | -2.6% | +5.1% | +6.7% |
| 3M | -7.2% | -3.2% | -3.9% | -2.5% |
| 6M | -8.1% | +0.9% | -9.0% | -10.1% |
| YTD | +38.3% | +11.3% | +27.0% | +16.1% |
| 1Y | +33.6% | +14.0% | +19.6% | +7.9% |
| 3Y | +133.1% | +75.8% | +57.2% | -4.2% |
| 5Y | +308.9% | +57.8% | +251.1% | +108.8% |
| 10Y | +1,371.8% | +219.8% | +1,152.0% | +165.5% |
| All | +1,371.8% | +223.7% | +1,148.1% | +165.5% |
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