-62.8%
TXG vs VT
+59.5%
-122.3%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.1% | -2.5% | -4.1% |
| 7D | -8.1% | -0.7% | -7.4% | -5.6% |
| 30D | -17.5% | -1.7% | -15.7% | -12.3% |
| 3M | +6.1% | -2.3% | +8.4% | +14.5% |
| 6M | +202.7% | +1.5% | +201.2% | +201.6% |
| YTD | +280.4% | +12.0% | +268.4% | +201.8% |
| 1Y | +274.0% | +12.9% | +261.2% | +191.2% |
| 3Y | +74.9% | +74.9% | -0.1% | -49.1% |
| All | -62.8% | +59.5% | -122.3% | -85.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling