+27.6%
TXG vs VEU
+107.8%
-80.2%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.8% | +3.4% | +3.7% |
| 7D | +9.1% | +0.3% | +8.8% | +8.6% |
| 30D | +14.9% | +0.7% | +14.2% | +14.0% |
| 3M | +120.0% | +4.7% | +115.3% | +107.6% |
| 6M | +221.8% | +11.6% | +210.2% | +178.0% |
| YTD | +312.6% | +16.8% | +295.8% | +233.0% |
| 1Y | +398.4% | +24.9% | +373.6% | +267.2% |
| 3Y | +42.1% | +75.7% | -33.7% | -31.3% |
| 5Y | -63.5% | +56.1% | -119.6% | -79.7% |
| All | +27.6% | +107.8% | -80.2% | -43.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling