-100.0%
TONX vs VOO
+344.4%
-444.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -0.4% | -12.0% | -12.0% |
| 7D | +16.8% | +2.6% | +14.2% | +14.4% |
| 30D | +14.3% | -2.0% | +16.3% | +17.0% |
| 3M | +10.0% | -2.8% | +12.7% | +14.0% |
| 6M | -14.7% | +2.2% | -16.8% | -14.8% |
| YTD | +60.8% | +11.5% | +49.3% | +49.7% |
| 1Y | -8.3% | +13.5% | -21.8% | -15.9% |
| 3Y | -92.7% | +78.1% | -170.8% | -95.3% |
| 5Y | -100.0% | +73.1% | -173.1% | -100.0% |
| 10Y | -100.0% | +310.7% | -410.7% | -100.0% |
| All | -100.0% | +344.4% | -444.3% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 all: compounded portfolio wealth divided by compounded VOO 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…
all analysis · Full analysis span regression · 6 months rolling