+93.8%
TXRH vs VT
+69.4%
+24.4%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.1% | +1.7% | +0.5% |
| 7D | +4.8% | -4.2% | +9.0% | +8.0% |
| 30D | +17.3% | -5.8% | +23.1% | +22.2% |
| 3M | -7.7% | -5.2% | -2.4% | -4.2% |
| 6M | +22.4% | +0.1% | +22.2% | +20.9% |
| YTD | +17.0% | +8.2% | +8.8% | +8.1% |
| 1Y | +17.6% | +10.1% | +7.5% | +6.9% |
| All | +93.8% | +69.4% | +24.4% | +20.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling