-64.0%
TXG vs VEU
+53.0%
-117.1%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.1% | +1.3% |
| 7D | +5.0% | -1.9% | +6.9% | +9.2% |
| 30D | +13.5% | -0.7% | +14.2% | +15.4% |
| 3M | +128.0% | +4.9% | +123.2% | +108.0% |
| 6M | +224.4% | +9.8% | +214.6% | +168.1% |
| YTD | +307.0% | +15.3% | +291.7% | +199.5% |
| 1Y | +427.2% | +23.0% | +404.2% | +238.1% |
| 3Y | +40.2% | +73.5% | -33.3% | -56.4% |
| 5Y | -64.0% | +54.5% | -118.5% | -85.9% |
| All | -64.0% | +53.0% | -117.1% | -85.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 5y: compounded portfolio wealth divided by compounded VEU 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…
5y analysis · Full analysis span regression · 6 months rolling