+42.9%
TXG vs ITOT
+75.8%
-32.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.8% | +2.5% | +1.6% |
| 7D | +9.5% | -0.9% | +10.4% | +11.5% |
| 30D | +18.8% | -1.5% | +20.2% | +22.6% |
| 3M | +136.1% | +3.6% | +132.5% | +121.5% |
| 6M | +235.2% | +13.7% | +221.5% | +161.9% |
| YTD | +320.5% | +12.9% | +307.6% | +233.5% |
| 1Y | +425.2% | +17.2% | +408.0% | +288.7% |
| 3Y | +42.9% | +75.6% | -32.7% | -55.7% |
| All | +42.9% | +75.8% | -32.9% | -55.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 3y: compounded portfolio wealth divided by compounded ITOT 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…
3y analysis · Full analysis span regression · 6 months rolling