-63.5%
TXG vs VO
+42.2%
-105.7%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.8% | +3.4% | +4.4% |
| 7D | +9.1% | -0.6% | +9.7% | +10.5% |
| 30D | +14.9% | -1.9% | +16.8% | +19.8% |
| 3M | +120.0% | +3.3% | +116.7% | +106.1% |
| 6M | +221.8% | +9.7% | +212.1% | +166.7% |
| YTD | +312.6% | +12.6% | +300.0% | +224.6% |
| 1Y | +398.4% | +13.6% | +384.8% | +285.9% |
| 3Y | +42.1% | +56.8% | -14.7% | -42.1% |
| 5Y | -63.5% | +42.3% | -105.7% | -80.3% |
| All | -63.5% | +42.2% | -105.7% | -80.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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