+75.0%
VTI vs TJX
+95.5%
-20.4%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.9% |
| 7D | -0.9% | -4.6% | +3.7% | +0.9% |
| 30D | -1.4% | -17.2% | +15.7% | +6.1% |
| 3M | +3.6% | -24.9% | +28.5% | +15.7% |
| 6M | +13.6% | -19.7% | +33.3% | +23.0% |
| YTD | +12.9% | -17.2% | +30.1% | +20.3% |
| 1Y | +17.2% | -9.4% | +26.6% | +19.6% |
| 3Y | +75.7% | +43.1% | +32.6% | +44.4% |
| All | +75.0% | +95.5% | -20.4% | +23.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling