-9.6%
TOST vs VO
+15.0%
-24.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -2.6% |
| 7D | -3.6% | +0.2% | -3.8% | -3.9% |
| 30D | +8.9% | +2.0% | +6.9% | +6.3% |
| 3M | -2.2% | -0.3% | -1.9% | -2.1% |
| 6M | +41.0% | +7.3% | +33.7% | +29.6% |
| YTD | -4.0% | +15.0% | -19.0% | -19.6% |
| 1Y | -9.6% | +14.7% | -24.3% | -23.9% |
| All | -9.6% | +15.0% | -24.6% | -23.9% |
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