-8.7%
TOST vs VO
+14.1%
-22.8%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.8% | -0.8% |
| 7D | -4.7% | +2.9% | -7.6% | -7.7% |
| 30D | +8.5% | +1.0% | +7.5% | +7.1% |
| 3M | -1.6% | -1.7% | +0.1% | +0.1% |
| 6M | +44.1% | +6.7% | +37.4% | +33.5% |
| YTD | -5.6% | +14.0% | -19.6% | -19.7% |
| All | -8.7% | +14.1% | -22.8% | -24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling