+2,545.5%
VRT vs QXO
-29.9%
+2,575.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -4.1% | -5.5% | -9.5% |
| 7D | +2.4% | -3.9% | +6.3% | +2.5% |
| 30D | -2.7% | -17.4% | +14.7% | -2.1% |
| 3M | -9.2% | -22.5% | +13.3% | -8.5% |
| 6M | -0.5% | -41.4% | +40.9% | +1.0% |
| YTD | +62.3% | -34.1% | +96.5% | +64.3% |
| 1Y | +109.6% | -40.8% | +150.4% | +112.6% |
| 3Y | +573.1% | -43.9% | +617.0% | +530.6% |
| 5Y | +953.6% | -69.6% | +1,023.2% | +886.3% |
| All | +2,545.5% | -29.9% | +2,575.5% | +2,266.1% |
Cumulative growth
Daily Returns
Daily percentage return beside QXO.
Daily Out/Under-Performance
Portfolio return minus QXO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QXO 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 QXO 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