+9,712.9%
XPO vs VT
+345.0%
+9,368.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -4.1% | -2.1% | -2.3% |
| 7D | -3.6% | -4.2% | +0.6% | +0.3% |
| 30D | -3.8% | -5.8% | +2.0% | +1.7% |
| 3M | -11.8% | -5.2% | -6.6% | -7.3% |
| 6M | -15.0% | +0.1% | -15.1% | -15.2% |
| YTD | +29.9% | +8.2% | +21.6% | +20.9% |
| 1Y | +27.6% | +10.1% | +17.4% | +17.0% |
| 3Y | +121.9% | +69.7% | +52.2% | +40.6% |
| 5Y | +277.9% | +53.4% | +224.5% | +171.3% |
| 10Y | +1,371.4% | +219.2% | +1,152.2% | +584.1% |
| All | +9,712.9% | +345.0% | +9,368.0% | +4,193.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling