+2,831.7%
TJX vs VO
+814.4%
+2,017.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.4% | -1.5% |
| 7D | -4.0% | -0.6% | -3.4% | -3.5% |
| 30D | -20.3% | -1.9% | -18.4% | -19.1% |
| 3M | -23.3% | +3.3% | -26.5% | -25.3% |
| 6M | -19.7% | +9.7% | -29.4% | -25.6% |
| YTD | -17.1% | +12.6% | -29.7% | -25.0% |
| 1Y | -8.8% | +13.6% | -22.4% | -18.2% |
| 3Y | +43.4% | +56.8% | -13.4% | -1.8% |
| 5Y | +95.2% | +42.3% | +52.9% | +43.7% |
| 10Y | +288.1% | +199.2% | +88.9% | +62.2% |
| All | +2,831.7% | +814.4% | +2,017.3% | +435.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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