+43.4%
TXUE vs VOO
+28.4%
+14.9%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.4% |
| 7D | -1.1% | -0.8% | -0.3% | -0.6% |
| 30D | -2.3% | -1.1% | -1.2% | -1.6% |
| 3M | +3.4% | +3.9% | -0.5% | +0.7% |
| 6M | +9.3% | +13.6% | -4.3% | +0.1% |
| YTD | +14.1% | +12.7% | +1.4% | +5.0% |
| 1Y | +18.8% | +17.6% | +1.2% | +6.5% |
| All | +43.4% | +28.4% | +14.9% | +19.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling