-99.9%
TOON vs VT
+364.8%
-464.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | -1.1% |
| 7D | +0.8% | -0.3% | +1.1% | +1.0% |
| 30D | -5.6% | -1.4% | -4.2% | -4.4% |
| 3M | -13.0% | -1.4% | -11.7% | -12.1% |
| 6M | -16.7% | +5.5% | -22.1% | -20.6% |
| YTD | -27.8% | +12.8% | -40.6% | -35.3% |
| 1Y | -27.8% | +15.4% | -43.2% | -36.4% |
| 3Y | -54.4% | +76.9% | -131.3% | -72.1% |
| 5Y | -96.4% | +60.4% | -156.8% | -97.6% |
| 10Y | -99.1% | +232.8% | -331.8% | -99.6% |
| All | -99.9% | +364.8% | -464.7% | -100.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling