+5.5%
TXT vs VOO
+79.1%
-73.6%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +1.1% |
| 7D | -0.2% | +0.5% | -0.8% | -0.7% |
| 30D | -11.1% | -0.9% | -10.1% | -10.3% |
| 3M | -13.0% | +3.9% | -16.9% | -16.1% |
| 6M | -16.2% | +14.5% | -30.7% | -26.3% |
| YTD | -8.7% | +13.0% | -21.7% | -18.8% |
| 1Y | -3.8% | +19.4% | -23.2% | -19.0% |
| 3Y | +5.5% | +78.9% | -73.4% | -36.7% |
| All | +5.5% | +79.1% | -73.6% | -36.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling