+366.9%
TXT vs VOO
+803.9%
-437.0%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.5% |
| 7D | -1.1% | +3.3% | -4.3% | -5.2% |
| 30D | +13.3% | -2.7% | +15.9% | +16.8% |
| 3M | -5.1% | -1.7% | -3.4% | -3.5% |
| 6M | -7.1% | +3.1% | -10.2% | -11.6% |
| YTD | -3.2% | +11.9% | -15.2% | -17.6% |
| 1Y | +2.3% | +12.1% | -9.8% | -13.0% |
| 3Y | +11.1% | +78.6% | -67.5% | -50.1% |
| 5Y | +10.0% | +73.8% | -63.8% | -49.0% |
| 10Y | +91.1% | +312.3% | -221.2% | -73.7% |
| All | +366.9% | +803.9% | -437.0% | -81.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling