+25.3%
VZ vs QXO
-68.0%
+93.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.1% | +2.7% | -1.3% |
| 7D | -1.0% | -3.9% | +2.9% | -1.0% |
| 30D | +5.8% | -17.4% | +23.1% | +5.7% |
| 3M | +10.5% | -22.5% | +33.0% | +10.4% |
| 6M | +1.8% | -41.4% | +43.2% | +1.7% |
| YTD | +28.3% | -34.1% | +62.4% | +28.2% |
| 1Y | +22.0% | -40.8% | +62.8% | +21.9% |
| 3Y | +81.8% | -43.9% | +125.8% | +85.2% |
| 5Y | +25.3% | -69.6% | +94.9% | +29.0% |
| All | +25.3% | -68.0% | +93.4% | +29.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling