+1,247.2%
TXN vs VTI
+953.2%
+293.9%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.6% | +1.7% |
| 7D | +2.7% | -0.4% | +3.0% | +3.0% |
| 30D | -6.7% | -1.6% | -5.1% | -5.0% |
| 3M | -8.9% | +3.6% | -12.5% | -12.1% |
| 6M | +34.7% | +13.0% | +21.7% | +17.7% |
| YTD | +53.3% | +12.7% | +40.6% | +34.3% |
| 1Y | +45.0% | +18.4% | +26.7% | +20.0% |
| 3Y | +73.1% | +76.4% | -3.3% | -8.6% |
| 5Y | +59.9% | +73.7% | -13.8% | -13.9% |
| 10Y | +415.7% | +302.5% | +113.2% | +7.3% |
| All | +1,247.2% | +953.2% | +293.9% | -4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 VTI 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