+950.8%
VTI vs TJX
+4,180.8%
-3,230.0%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.0% |
| 7D | -0.9% | -4.6% | +3.7% | +1.0% |
| 30D | -1.4% | -17.2% | +15.7% | +6.5% |
| 3M | +3.6% | -24.9% | +28.5% | +16.3% |
| 6M | +13.6% | -19.7% | +33.3% | +23.5% |
| YTD | +12.9% | -17.2% | +30.1% | +21.0% |
| 1Y | +17.2% | -9.4% | +26.6% | +20.6% |
| 3Y | +75.7% | +43.1% | +32.6% | +47.9% |
| 5Y | +75.4% | +96.7% | -21.3% | +27.0% |
| 10Y | +303.3% | +287.7% | +15.6% | +108.3% |
| All | +950.8% | +4,180.8% | -3,230.0% | +82.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling