+4.6%
TXO vs VOO
+98.1%
-93.5%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.4% | +2.0% |
| 7D | +3.6% | -0.4% | +4.0% | +3.7% |
| 30D | +12.9% | -1.4% | +14.3% | +13.3% |
| 3M | +18.8% | +3.7% | +15.1% | +17.4% |
| 6M | +31.6% | +13.0% | +18.6% | +26.3% |
| YTD | +56.3% | +12.4% | +43.8% | +50.2% |
| 1Y | +25.8% | +18.6% | +7.2% | +18.2% |
| 3Y | +1.6% | +78.1% | -76.4% | -16.6% |
| All | +4.6% | +98.1% | -93.5% | -18.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling