+2,638.4%
TXRH vs VT
+345.0%
+2,293.4%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.1% | +1.7% | +0.9% |
| 7D | +4.8% | -4.2% | +9.0% | +8.5% |
| 30D | +17.3% | -5.8% | +23.1% | +23.0% |
| 3M | -7.7% | -5.2% | -2.4% | -3.7% |
| 6M | +22.4% | +0.1% | +22.2% | +21.3% |
| YTD | +17.0% | +8.2% | +8.8% | +8.5% |
| 1Y | +17.6% | +10.1% | +7.5% | +7.5% |
| 3Y | +92.8% | +69.7% | +23.2% | +23.2% |
| 5Y | +119.1% | +53.4% | +65.7% | +52.5% |
| 10Y | +482.7% | +219.2% | +263.5% | +137.8% |
| All | +2,638.4% | +345.0% | +2,293.4% | +843.5% |
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