+49.1%
TXG vs VLTO
+54.8%
-5.7%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.5% | +1.6% | +1.8% |
| 7D | -15.4% | +5.4% | -20.8% | -18.2% |
| 30D | -22.1% | +22.3% | -44.4% | -32.5% |
| 3M | +30.0% | +19.6% | +10.4% | +14.5% |
| 6M | +160.7% | +35.2% | +125.5% | +106.6% |
| YTD | +263.5% | +17.9% | +245.6% | +221.7% |
| 1Y | +356.0% | +19.5% | +336.5% | +296.4% |
| 3Y | +53.4% | +73.9% | -20.5% | +3.1% |
| All | +49.1% | +54.8% | -5.7% | +6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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