+30.0%
TXG price history and return analytics
+142.5%
-112.5%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.9% | +2.4% | +1.9% |
| 7D | +9.5% | -1.1% | +10.6% | +11.4% |
| 30D | +18.8% | -1.0% | +19.8% | +20.8% |
| 3M | +136.1% | +3.2% | +133.0% | +127.1% |
| 6M | +235.2% | +12.5% | +222.8% | +184.1% |
| YTD | +320.5% | +14.1% | +306.5% | +249.3% |
| 1Y | +425.2% | +18.9% | +406.3% | +312.2% |
| 3Y | +42.9% | +74.1% | -31.2% | -31.4% |
| 5Y | -62.8% | +66.9% | -129.7% | -80.6% |
| All | +30.0% | +142.5% | -112.5% | -48.4% |
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