+21,202.8%
TXN vs VTRS
+553.2%
+20,649.6%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.8% | +3.0% | +3.6% |
| 7D | +4.0% | -2.2% | +6.2% | +4.5% |
| 30D | -2.9% | +3.3% | -6.2% | -3.5% |
| 3M | -9.1% | +2.0% | -11.1% | -9.9% |
| 6M | +36.6% | +19.9% | +16.7% | +30.7% |
| YTD | +57.5% | +35.7% | +21.7% | +46.4% |
| 1Y | +49.5% | +68.1% | -18.6% | +32.5% |
| 3Y | +76.5% | +87.1% | -10.5% | +51.1% |
| 5Y | +62.4% | +47.6% | +14.7% | +43.0% |
| 10Y | +429.7% | -48.2% | +477.9% | +443.5% |
| All | +21,202.8% | +553.2% | +20,649.6% | +10,045.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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