+30.0%
TXG vs VOO
+182.2%
-152.1%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.8% | +2.5% | +2.1% |
| 7D | +9.5% | -0.8% | +10.3% | +10.7% |
| 30D | +18.8% | -1.1% | +19.8% | +20.7% |
| 3M | +136.1% | +3.9% | +132.2% | +125.2% |
| 6M | +235.2% | +13.6% | +221.6% | +184.3% |
| YTD | +320.5% | +12.7% | +307.8% | +261.3% |
| 1Y | +425.2% | +17.6% | +407.6% | +328.1% |
| 3Y | +42.9% | +77.3% | -34.4% | -28.7% |
| 5Y | -62.8% | +84.1% | -147.0% | -81.4% |
| All | +30.0% | +182.2% | -152.1% | -52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling