-64.0%
TXG price history and return analytics
+63.7%
-127.7%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | +0.6% |
| 7D | +5.0% | -2.0% | +7.0% | +9.9% |
| 30D | +13.5% | -1.4% | +14.9% | +17.5% |
| 3M | +128.0% | +4.7% | +123.3% | +106.8% |
| 6M | +224.4% | +11.4% | +213.1% | +157.1% |
| YTD | +307.0% | +13.1% | +293.9% | +210.9% |
| 1Y | +427.2% | +19.0% | +408.2% | +259.9% |
| 3Y | +40.2% | +73.9% | -33.8% | -58.5% |
| 5Y | -64.0% | +65.4% | -129.4% | -87.0% |
| All | -64.0% | +63.7% | -127.7% | -87.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling