+337.7%
TXT vs VOO
+817.1%
-479.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | +0.1% |
| 7D | -4.8% | +0.1% | -4.9% | -4.9% |
| 30D | -10.6% | +0.1% | -10.7% | -10.7% |
| 3M | -13.2% | +2.0% | -15.2% | -15.7% |
| 6M | -20.3% | +13.0% | -33.4% | -32.5% |
| YTD | -9.3% | +13.6% | -22.8% | -23.7% |
| 1Y | -2.7% | +20.1% | -22.8% | -24.2% |
| 3Y | +1.4% | +77.6% | -76.2% | -53.9% |
| 5Y | +9.6% | +82.4% | -72.9% | -52.2% |
| 10Y | +94.9% | +316.8% | -221.9% | -73.3% |
| All | +337.7% | +817.1% | -479.4% | -83.0% |
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