+44.4%
TXUE vs VT
+36.0%
+8.4%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | 0.0% |
| 7D | +0.2% | +1.0% | -0.8% | -0.6% |
| 30D | -1.8% | -0.2% | -1.5% | -1.6% |
| 3M | +5.2% | +4.5% | +0.7% | +1.4% |
| 6M | +10.6% | +14.1% | -3.5% | -0.8% |
| YTD | +14.9% | +14.8% | +0.1% | +2.7% |
| 1Y | +20.5% | +21.2% | -0.7% | +3.2% |
| All | +44.4% | +36.0% | +8.4% | +12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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