+391.4%
TXRH vs VOO
+321.7%
+69.7%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.6% |
| 7D | -4.2% | -2.0% | -2.3% | -2.4% |
| 30D | -13.4% | -1.7% | -11.7% | -12.0% |
| 3M | +10.7% | +4.7% | +5.9% | +5.4% |
| 6M | +6.5% | +12.6% | -6.1% | -5.7% |
| YTD | +10.4% | +11.8% | -1.3% | -1.6% |
| 1Y | +10.8% | +17.5% | -6.7% | -6.3% |
| 3Y | +87.8% | +77.0% | +10.8% | +4.8% |
| 5Y | +115.4% | +82.6% | +32.8% | +16.3% |
| All | +391.4% | +321.7% | +69.7% | +17.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling