-83.7%
TXXD vs VT
+17.1%
-100.7%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | -2.2% |
| 7D | -1.6% | -1.1% | -0.5% | +2.7% |
| 30D | +33.8% | -1.0% | +34.8% | +39.5% |
| 3M | -16.3% | +3.2% | -19.5% | -25.7% |
| 6M | -38.1% | +12.5% | -50.6% | -60.6% |
| YTD | -69.1% | +14.1% | -83.2% | -80.6% |
| All | -83.7% | +17.1% | -100.7% | -92.2% |
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