-56.5%
TOON vs VT
+69.4%
-125.9%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -4.1% | -2.3% | -2.4% |
| 7D | -6.7% | -4.2% | -2.5% | -2.6% |
| 30D | -14.4% | -5.8% | -8.6% | -9.2% |
| 3M | -17.9% | -5.2% | -12.6% | -13.5% |
| 6M | -22.3% | +0.1% | -22.5% | -22.6% |
| YTD | -32.4% | +8.2% | -40.6% | -37.7% |
| 1Y | -29.4% | +10.1% | -39.5% | -36.0% |
| All | -56.5% | +69.4% | -125.9% | -69.5% |
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