-52.4%
TOMZ vs VT
+75.0%
-127.4%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +3.0% | +3.0% |
| 7D | 0.0% | +0.4% | -0.4% | -0.2% |
| 30D | -11.0% | +1.0% | -12.0% | -11.3% |
| 3M | -47.5% | +2.4% | -49.9% | -48.0% |
| 6M | -12.8% | +12.0% | -24.8% | -16.0% |
| YTD | -27.4% | +15.3% | -42.7% | -31.0% |
| 1Y | -34.9% | +22.6% | -57.4% | -39.9% |
| All | -52.4% | +75.0% | -127.4% | -61.9% |
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 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