-55.4%
TOON vs VT
+69.7%
-125.1%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.2% | +2.4% | +2.4% |
| 7D | -2.5% | -2.3% | -0.2% | -0.2% |
| 30D | -9.4% | -5.0% | -4.5% | -4.7% |
| 3M | -15.7% | -4.9% | -10.8% | -11.5% |
| 6M | -21.9% | -1.5% | -20.3% | -20.9% |
| YTD | -30.6% | +8.5% | -39.0% | -36.1% |
| 1Y | -24.4% | +11.4% | -35.7% | -32.1% |
| 3Y | -55.4% | +70.1% | -125.4% | -68.7% |
| All | -55.4% | +69.7% | -125.1% | -68.7% |
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 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