-13.3%
TONX vs VT
+10.5%
-23.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.2% | -4.8% | -5.0% |
| 7D | -10.5% | -2.3% | -8.1% | -6.4% |
| 30D | -21.9% | -5.0% | -17.0% | -12.2% |
| 3M | -3.5% | -4.9% | +1.4% | +9.1% |
| 6M | -14.1% | -1.5% | -12.6% | -8.2% |
| YTD | +37.7% | +8.5% | +29.2% | +22.7% |
| 1Y | -13.3% | +11.4% | -24.7% | -26.6% |
| All | -13.3% | +10.5% | -23.8% | -26.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling