+24.4%
TXG vs VOO
+182.8%
-158.4%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.6% | +5.3% | +5.5% |
| 7D | +9.4% | +0.5% | +8.8% | +8.5% |
| 30D | +26.1% | -0.9% | +27.0% | +27.8% |
| 3M | +124.8% | +3.9% | +120.9% | +114.4% |
| 6M | +215.2% | +14.5% | +200.7% | +164.3% |
| YTD | +302.2% | +13.0% | +289.3% | +244.5% |
| 1Y | +370.9% | +19.4% | +351.5% | +275.6% |
| 3Y | +38.5% | +78.9% | -40.4% | -31.6% |
| 5Y | -64.4% | +82.3% | -146.6% | -82.0% |
| All | +24.4% | +182.8% | -158.4% | -54.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling