+94.8%
TXT vs VOO
+314.4%
-219.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.3% | -2.5% |
| 7D | -0.8% | -0.9% | +0.1% | 0.0% |
| 30D | +13.4% | -2.3% | +15.8% | +16.2% |
| 3M | -2.5% | -1.2% | -1.4% | -1.7% |
| 6M | -6.2% | +3.3% | -9.5% | -10.6% |
| YTD | -1.3% | +12.3% | -13.7% | -15.2% |
| 1Y | +4.3% | +12.5% | -8.2% | -10.6% |
| 3Y | +13.2% | +79.2% | -66.0% | -46.3% |
| 5Y | +12.4% | +75.7% | -63.3% | -45.3% |
| 10Y | +94.8% | +313.7% | -218.9% | -62.9% |
| All | +94.8% | +314.4% | -219.6% | -62.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling