+198.9%
TX vs VOO
+803.9%
-605.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.8% | -1.7% |
| 7D | +3.7% | +3.3% | +0.5% | +0.2% |
| 30D | -14.5% | -2.7% | -11.8% | -11.9% |
| 3M | -8.1% | -1.7% | -6.3% | -6.3% |
| 6M | +14.1% | +3.1% | +11.0% | +10.5% |
| YTD | +36.0% | +11.9% | +24.0% | +20.4% |
| 1Y | +40.8% | +12.1% | +28.7% | +24.4% |
| 3Y | +67.3% | +78.6% | -11.3% | -14.0% |
| 5Y | +67.6% | +73.8% | -6.2% | -11.3% |
| 10Y | +266.7% | +312.3% | -45.6% | -33.3% |
| All | +198.9% | +803.9% | -605.0% | -81.6% |
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