-7.3%
TJX vs VT
+21.4%
-28.7%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.4% |
| 7D | -3.3% | +1.0% | -4.3% | -3.3% |
| 30D | -19.9% | -0.2% | -19.6% | -19.8% |
| 3M | -19.0% | +4.5% | -23.6% | -19.4% |
| 6M | -18.6% | +14.1% | -32.6% | -21.3% |
| YTD | -15.3% | +14.8% | -30.1% | -18.6% |
| 1Y | -7.3% | +21.2% | -28.5% | -12.4% |
| All | -7.3% | +21.4% | -28.7% | -12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling