+268.3%
TXG vs VT
+12.5%
+255.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -2.2% |
| 7D | -3.7% | -0.1% | -3.5% | -2.1% |
| 30D | -22.0% | -3.1% | -18.9% | -15.0% |
| 3M | +7.4% | -3.5% | +10.9% | +18.4% |
| 6M | +191.2% | +0.5% | +190.7% | +200.8% |
| YTD | +285.7% | +10.8% | +274.9% | +239.1% |
| 1Y | +268.3% | +11.9% | +256.4% | +220.5% |
| All | +268.3% | +12.5% | +255.8% | +220.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling