+2.4%
TXO vs VT
+87.2%
-84.8%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +3.9% | +0.4% | +3.4% | +3.7% |
| 30D | +14.1% | +1.0% | +13.1% | +13.8% |
| 3M | +12.5% | +2.4% | +10.1% | +11.7% |
| 6M | +30.1% | +12.0% | +18.1% | +25.1% |
| YTD | +53.0% | +15.3% | +37.7% | +45.0% |
| 1Y | +21.2% | +22.6% | -1.4% | +11.6% |
| 3Y | -2.4% | +74.7% | -77.1% | -21.2% |
| All | +2.4% | +87.2% | -84.8% | -21.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling