+62.6%
TORO vs VT
+74.1%
-11.5%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.6% | -1.1% | -0.4% |
| 7D | -8.5% | +0.4% | -8.9% | -8.9% |
| 30D | -10.0% | -2.6% | -7.4% | -8.2% |
| 3M | -28.1% | -3.2% | -24.8% | -26.5% |
| 6M | -26.1% | +0.9% | -27.0% | -27.1% |
| YTD | +25.3% | +11.3% | +14.0% | +14.2% |
| 1Y | +88.0% | +14.0% | +74.0% | +68.7% |
| 3Y | +62.6% | +75.8% | -13.2% | +28.3% |
| All | +62.6% | +74.1% | -11.5% | +28.3% |
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