+1,221.7%
TXN vs VEU
+190.9%
+1,030.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.5% |
| 7D | +2.2% | +1.7% | +0.5% | +0.8% |
| 30D | -9.5% | +1.0% | -10.5% | -10.2% |
| 3M | -10.5% | +5.6% | -16.2% | -14.0% |
| 6M | +35.4% | +13.7% | +21.7% | +22.4% |
| YTD | +51.8% | +17.7% | +34.0% | +33.2% |
| 1Y | +42.9% | +25.8% | +17.2% | +18.8% |
| 3Y | +71.3% | +77.1% | -5.8% | +8.0% |
| 5Y | +58.0% | +57.1% | +0.9% | +10.3% |
| 10Y | +393.3% | +149.8% | +243.4% | +148.4% |
| All | +1,221.7% | +190.9% | +1,030.8% | +468.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 all: compounded portfolio wealth divided by compounded VEU 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…
all analysis · Full analysis span regression · 6 months rolling