+56.4%
TXN vs VO
+40.2%
+16.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.1% | 0.0% |
| 7D | +2.0% | -2.5% | +4.5% | +5.0% |
| 30D | -8.0% | -3.2% | -4.7% | -4.4% |
| 3M | -7.8% | +3.9% | -11.7% | -11.4% |
| 6M | +32.4% | +9.6% | +22.8% | +20.3% |
| YTD | +51.7% | +11.6% | +40.1% | +35.0% |
| 1Y | +44.3% | +12.6% | +31.7% | +27.3% |
| 3Y | +71.3% | +55.4% | +15.9% | +8.8% |
| 5Y | +56.4% | +41.8% | +14.6% | +9.0% |
| All | +56.4% | +40.2% | +16.2% | +9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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