+122.6%
TXRH vs VOO
+72.6%
+50.0%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.3% |
| 7D | +1.1% | +2.6% | -1.4% | -0.9% |
| 30D | +11.6% | -2.0% | +13.6% | +13.4% |
| 3M | -9.8% | -2.8% | -7.0% | -7.8% |
| 6M | +4.6% | +2.2% | +2.4% | +1.9% |
| YTD | +13.4% | +11.5% | +1.9% | +2.3% |
| 1Y | +12.5% | +13.5% | -1.0% | -0.2% |
| 3Y | +81.7% | +78.1% | +3.7% | +5.9% |
| All | +122.6% | +72.6% | +50.0% | +35.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling