+573.8%
VTI vs QXO
-8.4%
+582.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.7% | +0.8% |
| 7D | -0.9% | -7.8% | +6.9% | -0.9% |
| 30D | -1.4% | -18.1% | +16.7% | -1.3% |
| 3M | +3.6% | -25.8% | +29.3% | +3.8% |
| 6M | +13.6% | -41.7% | +55.3% | +13.9% |
| YTD | +12.9% | -36.2% | +49.1% | +13.1% |
| 1Y | +17.2% | -42.1% | +59.3% | +17.5% |
| 3Y | +75.7% | -46.2% | +121.8% | +73.6% |
| 5Y | +75.4% | -70.7% | +146.2% | +73.3% |
| 10Y | +303.3% | +36.5% | +266.8% | +295.9% |
| All | +573.8% | -8.4% | +582.2% | +562.5% |
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