+405.4%
TXG vs VYM
+21.8%
+383.6%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.2% | +2.2% | +1.3% |
| 7D | -19.3% | +1.2% | -20.4% | -20.7% |
| 30D | -30.9% | +5.2% | -36.2% | -36.8% |
| 3M | +41.1% | +0.5% | +40.6% | +40.9% |
| 6M | +211.9% | +7.7% | +204.2% | +171.8% |
| YTD | +314.0% | +17.2% | +296.8% | +214.3% |
| 1Y | +405.4% | +21.7% | +383.7% | +257.1% |
| All | +405.4% | +21.8% | +383.6% | +257.1% |
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