+131.2%
TEX vs VOO
+306.9%
-175.7%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.2% |
| 7D | -0.5% | -0.6% | +0.1% | +0.4% |
| 30D | +12.9% | -3.6% | +16.6% | +19.1% |
| 3M | -13.5% | -2.7% | -10.8% | -9.9% |
| 6M | -9.5% | +2.2% | -11.8% | -11.9% |
| YTD | +8.1% | +10.9% | -2.8% | -5.7% |
| 1Y | +26.6% | +11.3% | +15.3% | +10.1% |
| 3Y | +20.5% | +76.9% | -56.4% | -43.7% |
| 5Y | +26.7% | +73.5% | -46.8% | -37.6% |
| 10Y | +131.2% | +307.7% | -176.5% | -71.3% |
| All | +131.2% | +306.9% | -175.7% | -71.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling