+12.3%
TXT price history and return analytics
+57.4%
-45.0%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.6% | -0.4% | -0.5% |
| 7D | -3.5% | +0.4% | -3.9% | -4.1% |
| 30D | +15.2% | -2.6% | +17.8% | +18.2% |
| 3M | -4.5% | -3.2% | -1.2% | -1.4% |
| 6M | -6.1% | +0.9% | -7.1% | -7.7% |
| YTD | -2.0% | +11.3% | -13.3% | -13.7% |
| 1Y | +4.2% | +14.0% | -9.8% | -10.8% |
| 3Y | +14.4% | +75.8% | -61.5% | -40.4% |
| 5Y | +12.3% | +57.8% | -45.5% | -31.9% |
| All | +12.3% | +57.4% | -45.0% | -31.9% |
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