+89.4%
TXT vs VEU
+192.1%
-102.7%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -1.0% |
| 7D | -4.8% | +1.1% | -5.9% | -6.1% |
| 30D | -10.6% | +2.2% | -12.8% | -13.0% |
| 3M | -13.2% | +3.0% | -16.2% | -16.8% |
| 6M | -20.3% | +10.9% | -31.2% | -30.7% |
| YTD | -9.3% | +18.2% | -27.4% | -27.3% |
| 1Y | -2.7% | +28.3% | -31.0% | -29.7% |
| 3Y | +1.4% | +74.6% | -73.2% | -50.6% |
| 5Y | +9.6% | +56.4% | -46.8% | -38.7% |
| 10Y | +94.9% | +153.0% | -58.1% | -37.2% |
| All | +89.4% | +192.1% | -102.7% | -49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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