+83.7%
VOO vs TXG
-62.8%
+146.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TXG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.3% | -2.5% | +0.4% |
| 7D | -0.8% | +9.5% | -10.3% | -1.9% |
| 30D | -1.1% | +18.8% | -19.8% | -3.3% |
| 3M | +3.9% | +136.1% | -132.2% | -7.6% |
| 6M | +13.6% | +235.2% | -221.6% | -4.2% |
| YTD | +12.7% | +320.5% | -307.8% | -8.2% |
| 1Y | +17.6% | +425.2% | -407.6% | -8.0% |
| 3Y | +77.3% | +42.9% | +34.4% | +57.4% |
| All | +83.7% | -62.8% | +146.5% | +75.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TXG.
Daily Out/Under-Performance
Portfolio return minus TXG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXG 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 5y: compounded portfolio wealth divided by compounded TXG 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…
5y analysis · Full analysis span regression · 6 months rolling