-83.4%
TXXD vs VT
+18.4%
-101.8%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | 0.0% | -11.3% | -11.2% |
| 7D | -2.1% | +0.4% | -2.5% | -3.2% |
| 30D | +36.4% | +1.0% | +35.4% | +31.8% |
| 3M | -21.2% | +2.4% | -23.6% | -26.0% |
| 6M | -47.6% | +12.0% | -59.6% | -63.5% |
| YTD | -68.6% | +15.3% | -83.9% | -81.1% |
| All | -83.4% | +18.4% | -101.8% | -92.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling