+116.9%
TXRH vs VT
+53.4%
+63.5%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.2% | -4.4% | -4.3% |
| 7D | +0.7% | -2.3% | +3.1% | +2.8% |
| 30D | +13.2% | -5.0% | +18.1% | +18.1% |
| 3M | -11.3% | -4.9% | -6.5% | -7.6% |
| 6M | +16.1% | -1.5% | +17.6% | +16.6% |
| YTD | +12.2% | +8.5% | +3.7% | +2.7% |
| 1Y | +16.3% | +11.4% | +4.9% | +3.7% |
| 3Y | +85.8% | +70.1% | +15.7% | +9.3% |
| All | +116.9% | +53.4% | +63.5% | +47.1% |
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