+147.3%
TXXH vs VT
+4.2%
+143.1%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | 0.0% | +6.2% | +6.0% |
| 7D | +6.7% | -1.6% | +8.4% | +16.2% |
| 30D | -11.6% | -2.5% | -9.1% | +2.3% |
| 3M | +86.1% | -1.3% | +87.5% | +102.5% |
| 6M | +129.0% | +3.1% | +126.0% | +132.9% |
| All | +147.3% | +4.2% | +143.1% | +150.2% |
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