+75.1%
VTI vs TXT
+11.7%
+63.4%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -1.0% | -0.7% |
| 7D | -0.4% | +0.8% | -1.2% | -0.7% |
| 30D | -1.6% | -10.4% | +8.8% | +2.8% |
| 3M | +3.6% | -14.3% | +17.9% | +9.8% |
| 6M | +13.0% | -15.1% | +28.1% | +19.8% |
| YTD | +12.7% | -8.3% | +21.0% | +14.9% |
| 1Y | +18.4% | -0.7% | +19.1% | +16.1% |
| 3Y | +76.4% | +6.0% | +70.5% | +62.2% |
| All | +75.1% | +11.7% | +63.4% | +50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 TXT 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