+13.8%
VRT vs TJX
+4.8%
+9.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +5.2% | -18.1% | -9.5% |
| 7D | -15.4% | +4.6% | -20.0% | -12.3% |
| 30D | -19.0% | +7.7% | -26.7% | -15.0% |
| 3M | -23.8% | -7.8% | -16.0% | -26.6% |
| 6M | -37.9% | -5.8% | -32.1% | -38.9% |
| YTD | +27.0% | -4.9% | +31.8% | +30.4% |
| 1Y | +13.8% | +3.2% | +10.6% | +19.8% |
| All | +13.8% | +4.8% | +9.0% | +19.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling