+122.6%
XPO vs VT
+69.7%
+52.9%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | 0.0% | -0.1% |
| 7D | -6.7% | -2.3% | -4.3% | -3.4% |
| 30D | -1.9% | -5.0% | +3.1% | +5.6% |
| 3M | -9.9% | -4.9% | -5.0% | -3.2% |
| 6M | -16.4% | -1.5% | -14.8% | -15.3% |
| YTD | +30.2% | +8.5% | +21.7% | +13.1% |
| 1Y | +29.9% | +11.4% | +18.5% | +8.1% |
| 3Y | +122.6% | +70.1% | +52.6% | -6.8% |
| All | +122.6% | +69.7% | +52.9% | -6.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling