+1,569.4%
TXN vs VOO
+807.8%
+761.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.6% |
| 7D | +2.7% | -0.4% | +3.0% | +3.1% |
| 30D | -6.7% | -1.4% | -5.3% | -5.2% |
| 3M | -8.9% | +3.7% | -12.6% | -12.3% |
| 6M | +34.7% | +13.0% | +21.7% | +17.5% |
| YTD | +53.3% | +12.4% | +40.9% | +34.4% |
| 1Y | +45.0% | +18.6% | +26.4% | +19.4% |
| 3Y | +73.1% | +78.1% | -4.9% | -10.1% |
| 5Y | +59.9% | +82.3% | -22.3% | -18.8% |
| 10Y | +415.7% | +322.5% | +93.1% | +2.5% |
| All | +1,569.4% | +807.8% | +761.6% | +46.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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