-24.6%
TOMZ vs VT
+69.7%
-94.3%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.5% |
| 7D | +11.4% | -2.3% | +13.7% | +12.6% |
| 30D | +35.2% | -5.0% | +40.2% | +38.4% |
| 3M | +16.8% | -4.9% | +21.7% | +19.7% |
| 6M | +8.6% | -1.5% | +10.1% | +10.1% |
| YTD | -8.1% | +8.5% | -16.6% | -10.0% |
| 1Y | -19.5% | +11.4% | -30.8% | -22.0% |
| 3Y | -24.6% | +70.1% | -94.6% | -41.7% |
| All | -24.6% | +69.7% | -94.3% | -41.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling