+818.4%
VOO vs TXN
+1,563.1%
-744.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TXN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -0.9% |
| 7D | -0.4% | +2.7% | -3.0% | -1.4% |
| 30D | -1.4% | -6.7% | +5.3% | +1.3% |
| 3M | +3.7% | -8.9% | +12.6% | +6.5% |
| 6M | +13.0% | +34.7% | -21.7% | -3.5% |
| YTD | +12.4% | +53.3% | -40.9% | -10.1% |
| 1Y | +18.6% | +45.0% | -26.4% | -3.3% |
| 3Y | +78.1% | +73.1% | +4.9% | +27.4% |
| 5Y | +82.3% | +59.9% | +22.3% | +33.1% |
| 10Y | +322.5% | +415.7% | -93.1% | +72.2% |
| All | +818.4% | +1,563.1% | -744.7% | +108.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TXN.
Daily Out/Under-Performance
Portfolio return minus TXN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXN 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 TXN 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