+252.0%
TEX vs VOO
+817.1%
-565.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.4% |
| 7D | -0.8% | +0.1% | -0.9% | -0.9% |
| 30D | -4.0% | +0.1% | -4.1% | -4.0% |
| 3M | +1.4% | +2.0% | -0.6% | -1.5% |
| 6M | -5.1% | +13.0% | -18.1% | -21.6% |
| YTD | +19.4% | +13.6% | +5.8% | -2.1% |
| 1Y | +23.9% | +20.1% | +3.9% | -6.6% |
| 3Y | +4.5% | +77.6% | -73.0% | -57.8% |
| 5Y | +37.4% | +82.4% | -45.0% | -46.0% |
| 10Y | +190.6% | +316.8% | -126.2% | -75.4% |
| All | +252.0% | +817.1% | -565.1% | -94.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling