-99.2%
TOON vs VT
+221.8%
-321.0%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.5% |
| 7D | +0.2% | +2.4% | -2.2% | -2.2% |
| 30D | -8.2% | -1.5% | -6.7% | -6.7% |
| 3M | -22.4% | -4.1% | -18.3% | -19.1% |
| 6M | -23.2% | +0.6% | -23.7% | -23.6% |
| YTD | -30.4% | +11.0% | -41.5% | -37.8% |
| 1Y | -28.4% | +13.3% | -41.8% | -37.2% |
| 3Y | -51.4% | +73.4% | -124.8% | -72.4% |
| 5Y | -96.3% | +57.4% | -153.7% | -97.7% |
| All | -99.2% | +221.8% | -321.0% | -99.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling