-89.4%
TXXS vs VT
+11.5%
-100.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | 0.0% | +5.8% | +5.7% |
| 7D | -7.8% | -1.6% | -6.2% | +0.4% |
| 30D | -41.0% | -2.5% | -38.5% | -31.7% |
| 3M | +28.9% | -1.3% | +30.2% | +45.7% |
| 6M | -42.3% | +3.1% | -45.4% | -46.2% |
| YTD | -83.7% | +10.9% | -94.6% | -88.1% |
| All | -89.4% | +11.5% | -100.9% | -92.8% |
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