+187.7%
TEX price history and return analytics
+222.7%
-35.0%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -0.6% |
| 7D | +0.1% | -0.1% | +0.3% | +0.4% |
| 30D | -6.5% | -0.7% | -5.8% | -5.3% |
| 3M | -2.5% | +4.0% | -6.5% | -8.0% |
| 6M | +1.1% | +12.3% | -11.1% | -14.9% |
| YTD | +16.9% | +14.0% | +2.9% | -3.7% |
| 1Y | +22.3% | +20.3% | +2.0% | -6.6% |
| 3Y | +9.3% | +75.4% | -66.1% | -52.0% |
| 5Y | +42.4% | +66.0% | -23.6% | -29.7% |
| 10Y | +187.7% | +228.2% | -40.5% | -51.7% |
| All | +187.7% | +222.7% | -35.0% | -51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling