-90.1%
TXXS vs VT
+14.6%
-104.7%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -0.6% | -5.9% | -3.7% |
| 7D | +14.4% | -0.1% | +14.5% | +15.5% |
| 30D | +21.0% | -0.7% | +21.7% | +25.9% |
| 3M | -5.3% | +4.0% | -9.3% | -21.3% |
| 6M | -55.0% | +12.3% | -67.3% | -72.6% |
| YTD | -84.8% | +14.0% | -98.8% | -90.7% |
| All | -90.1% | +14.6% | -104.7% | -94.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling