-25.0%
QXO vs VTV
+28.2%
-53.2%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +1.5% | +6.6% | +2.4% |
| 7D | +16.6% | +1.8% | +14.8% | +9.4% |
| 30D | +6.6% | +6.0% | +0.6% | -13.7% |
| 3M | -17.5% | +3.7% | -21.1% | -27.1% |
| 6M | -33.8% | +13.9% | -47.7% | -58.8% |
| YTD | -34.4% | +22.8% | -57.1% | -68.0% |
| 1Y | -25.0% | +27.9% | -52.8% | -68.2% |
| All | -25.0% | +28.2% | -53.2% | -68.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 1y: compounded portfolio wealth divided by compounded VTV 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…
1y analysis · Full analysis span regression · 6 months rolling