+49.5%
TXN vs VTV
+24.1%
+25.4%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.7% | +3.1% | +2.4% |
| 7D | +4.0% | -1.1% | +5.1% | +6.2% |
| 30D | -2.9% | -1.0% | -1.8% | -1.0% |
| 3M | -9.1% | +4.6% | -13.7% | -17.3% |
| 6M | +36.6% | +13.5% | +23.1% | +7.7% |
| YTD | +57.5% | +18.5% | +39.0% | +15.1% |
| 1Y | +49.5% | +22.9% | +26.6% | +2.8% |
| All | +49.5% | +24.1% | +25.4% | +2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 1y: compounded portfolio wealth divided by compounded VTV 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…
1y analysis · Full analysis span regression · 6 months rolling