+4.0%
TXO price history and return analytics
+83.5%
-79.5%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.4% |
| 7D | +2.0% | -2.0% | +4.0% | +2.6% |
| 30D | +9.5% | -1.4% | +10.9% | +9.9% |
| 3M | +16.4% | +4.7% | +11.6% | +14.5% |
| 6M | +31.1% | +11.4% | +19.8% | +26.0% |
| YTD | +55.3% | +13.1% | +42.3% | +48.0% |
| 1Y | +23.7% | +19.0% | +4.7% | +15.0% |
| 3Y | +1.0% | +73.9% | -72.9% | -18.5% |
| All | +4.0% | +83.5% | -79.5% | -19.8% |
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