+60.6%
TXNU vs VOO
+16.4%
+44.2%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.8% | +6.6% | +4.4% |
| 7D | +7.6% | -0.8% | +8.4% | +10.8% |
| 30D | -7.5% | -1.1% | -6.4% | -3.9% |
| 3M | -24.2% | +3.9% | -28.1% | -31.5% |
| All | +60.6% | +16.4% | +44.2% | +26.4% |
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 3y: 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…
3y analysis · Full analysis span regression · Available span rolling