+6.7%
TTXU vs VT
+11.0%
-4.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.0% |
| 7D | -14.7% | -2.3% | -12.4% | -7.4% |
| 30D | -30.0% | -5.0% | -25.0% | -16.7% |
| 3M | -21.6% | -4.9% | -16.7% | -6.8% |
| 6M | +6.7% | -1.5% | +8.2% | +19.2% |
| YTD | +27.8% | +8.5% | +19.4% | +13.6% |
| 1Y | +11.5% | +11.4% | +0.2% | -7.3% |
| All | +6.7% | +11.0% | -4.2% | -10.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling