+3.2%
TJX vs VTV
+28.2%
-25.1%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.5% | +3.7% | +4.3% |
| 7D | +4.6% | +1.8% | +2.8% | +3.6% |
| 30D | +7.7% | +6.0% | +1.7% | +4.6% |
| 3M | -7.8% | +3.7% | -11.5% | -9.5% |
| 6M | -5.8% | +13.9% | -19.7% | -12.3% |
| YTD | -4.9% | +22.8% | -27.7% | -16.1% |
| 1Y | +3.2% | +27.9% | -24.7% | -11.6% |
| All | +3.2% | +28.2% | -25.1% | -11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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