+42.9%
TXN vs VG
+14.9%
+28.1%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.1% | -2.0% | +0.2% |
| 7D | +2.2% | -2.5% | +4.7% | +2.2% |
| 30D | -9.5% | +11.1% | -20.6% | -9.4% |
| 3M | -10.5% | +14.9% | -25.4% | -10.4% |
| 6M | +35.4% | +18.4% | +17.0% | +33.9% |
| YTD | +51.8% | +116.6% | -64.8% | +39.5% |
| 1Y | +42.9% | +9.4% | +33.6% | +41.9% |
| All | +42.9% | +14.9% | +28.1% | +41.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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