+80.4%
TXN vs VLTO
+25.1%
+55.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.9% | +1.4% |
| 7D | +2.7% | -2.6% | +5.2% | +3.7% |
| 30D | -6.7% | -2.5% | -4.3% | -5.9% |
| 3M | -8.9% | +10.1% | -19.0% | -13.4% |
| 6M | +34.7% | +1.0% | +33.7% | +33.4% |
| YTD | +53.3% | -4.8% | +58.1% | +56.1% |
| 1Y | +45.0% | -9.3% | +54.4% | +51.7% |
| All | +80.4% | +25.1% | +55.3% | +66.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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