+19.4%
TXG vs VT
+75.0%
-55.6%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +1.8% | +0.4% | +1.4% | +0.8% |
| 30D | +32.0% | +1.0% | +31.0% | +29.6% |
| 3M | +87.0% | +2.4% | +84.6% | +79.4% |
| 6M | +180.1% | +12.0% | +168.1% | +120.9% |
| YTD | +284.1% | +15.3% | +268.8% | +182.4% |
| 1Y | +361.7% | +22.6% | +339.1% | +196.5% |
| All | +19.4% | +75.0% | -55.6% | -67.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling