-99.2%
TOON vs VT
+223.7%
-322.9%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.6% | -1.0% | -1.1% |
| 7D | -2.5% | +0.4% | -2.9% | -2.8% |
| 30D | -6.6% | -2.6% | -4.0% | -4.0% |
| 3M | -14.0% | -3.2% | -10.8% | -11.2% |
| 6M | -20.3% | +0.9% | -21.2% | -21.1% |
| YTD | -29.4% | +11.3% | -40.8% | -37.1% |
| 1Y | -22.9% | +14.0% | -36.9% | -32.7% |
| 3Y | -50.7% | +75.8% | -126.5% | -72.4% |
| 5Y | -96.4% | +57.8% | -154.2% | -97.7% |
| 10Y | -99.2% | +219.8% | -319.0% | -99.6% |
| All | -99.2% | +223.7% | -322.9% | -99.6% |
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 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