-83.9%
TXXD vs VT
+16.1%
-99.9%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.9% | -6.4% | -4.0% |
| 7D | -13.8% | -2.0% | -11.8% | -6.8% |
| 30D | +30.9% | -1.4% | +32.3% | +38.8% |
| 3M | -10.7% | +4.7% | -15.4% | -25.7% |
| 6M | -40.0% | +11.4% | -51.3% | -60.1% |
| YTD | -69.5% | +13.1% | -82.5% | -80.2% |
| All | -83.9% | +16.1% | -99.9% | -92.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling