+4.6%
TXO vs VT
+85.0%
-80.5%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.6% | +2.1% |
| 7D | +3.6% | -0.1% | +3.8% | +3.7% |
| 30D | +12.9% | -0.7% | +13.6% | +13.1% |
| 3M | +18.8% | +4.0% | +14.8% | +17.3% |
| 6M | +31.6% | +12.3% | +19.3% | +26.2% |
| YTD | +56.3% | +14.0% | +42.2% | +48.6% |
| 1Y | +25.8% | +20.3% | +5.5% | +16.6% |
| 3Y | +1.6% | +75.4% | -73.8% | -18.2% |
| All | +4.6% | +85.0% | -80.5% | -19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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