+361.7%
TXG vs VYM
+21.4%
+340.2%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.1% |
| 7D | +1.8% | 0.0% | +1.8% | +1.9% |
| 30D | +32.0% | -0.5% | +32.6% | +33.5% |
| 3M | +87.0% | +3.0% | +84.0% | +77.3% |
| 6M | +180.1% | +8.2% | +171.8% | +140.3% |
| YTD | +284.1% | +15.8% | +268.3% | +197.5% |
| 1Y | +361.7% | +20.8% | +340.8% | +236.6% |
| All | +361.7% | +21.4% | +340.2% | +236.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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