+13.8%
VRT vs TXN
+97.5%
-83.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | -0.3% | -12.6% | -12.7% |
| 7D | -15.4% | +1.0% | -16.4% | -15.9% |
| 30D | -19.0% | +6.1% | -25.1% | -22.2% |
| 3M | -23.8% | +10.4% | -34.2% | -28.9% |
| 6M | -37.9% | +12.6% | -50.4% | -41.9% |
| YTD | +27.0% | +83.5% | -56.5% | -13.6% |
| 1Y | +13.8% | +99.7% | -85.9% | -25.6% |
| All | +13.8% | +97.5% | -83.7% | -25.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling