-8.4%
QXO vs VTV
+468.7%
-477.1%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.6% | -0.2% |
| 7D | -7.8% | -1.1% | -6.7% | -7.2% |
| 30D | -18.1% | -1.0% | -17.1% | -17.6% |
| 3M | -25.8% | +4.6% | -30.4% | -27.3% |
| 6M | -41.7% | +13.5% | -55.2% | -45.0% |
| YTD | -36.2% | +18.5% | -54.7% | -40.7% |
| 1Y | -42.1% | +22.9% | -65.0% | -47.0% |
| 3Y | -46.2% | +67.8% | -114.0% | -56.7% |
| 5Y | -70.7% | +81.8% | -152.6% | -77.2% |
| 10Y | +36.5% | +233.0% | -196.5% | -6.6% |
| All | -8.4% | +468.7% | -477.1% | -49.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling