+59.6%
TXN vs VTV
+80.6%
-21.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.7% | +3.1% | +2.8% |
| 7D | +4.0% | -1.1% | +5.1% | +5.6% |
| 30D | -2.9% | -1.0% | -1.8% | -1.5% |
| 3M | -9.1% | +4.6% | -13.7% | -14.7% |
| 6M | +36.6% | +13.5% | +23.1% | +15.5% |
| YTD | +57.5% | +18.5% | +39.0% | +25.8% |
| 1Y | +49.5% | +22.9% | +26.6% | +13.9% |
| 3Y | +76.5% | +67.8% | +8.7% | -7.8% |
| All | +59.6% | +80.6% | -21.0% | -21.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling