+149.3%
TX price history and return analytics
+346.0%
-196.7%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.8% | +0.8% |
| 7D | -6.8% | -2.3% | -4.5% | -3.9% |
| 30D | -12.9% | -5.0% | -7.9% | -6.8% |
| 3M | -5.3% | -4.9% | -0.4% | +1.2% |
| 6M | +4.5% | -1.5% | +6.1% | +6.7% |
| YTD | +32.5% | +8.5% | +24.0% | +19.2% |
| 1Y | +42.0% | +11.4% | +30.7% | +23.2% |
| 3Y | +62.0% | +70.1% | -8.0% | -21.2% |
| 5Y | +77.9% | +53.7% | +24.2% | -0.4% |
| 10Y | +225.5% | +220.0% | +5.6% | -33.0% |
| All | +149.3% | +346.0% | -196.7% | -65.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling