-25.0%
QXO vs VYM
+21.8%
-46.7%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +1.2% | +6.9% | +3.6% |
| 7D | +16.6% | +1.2% | +15.4% | +12.0% |
| 30D | +6.6% | +5.2% | +1.3% | -11.0% |
| 3M | -17.5% | +0.5% | -18.0% | -18.1% |
| 6M | -33.8% | +7.7% | -41.5% | -48.6% |
| YTD | -34.4% | +17.2% | -51.6% | -60.6% |
| 1Y | -25.0% | +21.7% | -46.6% | -59.9% |
| All | -25.0% | +21.8% | -46.7% | -59.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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