+812.9%
VOO vs TJX
+1,399.7%
-586.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.7% |
| 7D | -2.0% | -4.4% | +2.4% | -0.2% |
| 30D | -1.7% | -18.6% | +16.9% | +6.8% |
| 3M | +4.7% | -24.4% | +29.1% | +16.9% |
| 6M | +12.6% | -20.2% | +32.8% | +22.5% |
| YTD | +11.8% | -16.9% | +28.7% | +19.3% |
| 1Y | +17.5% | -8.5% | +26.0% | +20.2% |
| 3Y | +77.0% | +43.7% | +33.2% | +48.7% |
| 5Y | +82.6% | +97.3% | -14.8% | +32.2% |
| 10Y | +320.0% | +289.0% | +31.0% | +119.2% |
| All | +812.9% | +1,399.7% | -586.8% | +159.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TJX.
Daily Out/Under-Performance
Portfolio return minus TJX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TJX 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 TJX 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