+243.6%
TX vs VOO
+817.1%
-573.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.5% |
| 7D | +5.8% | +0.1% | +5.7% | +5.6% |
| 30D | +8.0% | +0.1% | +7.9% | +7.9% |
| 3M | +15.7% | +2.0% | +13.7% | +13.1% |
| 6M | +43.0% | +13.0% | +30.0% | +25.5% |
| YTD | +56.3% | +13.6% | +42.7% | +36.2% |
| 1Y | +76.7% | +20.1% | +56.6% | +44.7% |
| 3Y | +67.6% | +77.6% | -10.0% | -13.3% |
| 5Y | +51.3% | +82.4% | -31.2% | -24.3% |
| 10Y | +379.0% | +316.8% | +62.2% | -13.8% |
| All | +243.6% | +817.1% | -573.5% | -79.2% |
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