-98.0%
TOVX vs VT
+77.9%
-175.9%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | 0.0% | +0.4% | -0.4% | -0.6% |
| 30D | +8.7% | +1.0% | +7.7% | +7.2% |
| 3M | -10.7% | +2.4% | -13.1% | -13.5% |
| 6M | +31.6% | +12.0% | +19.6% | +14.6% |
| YTD | +19.0% | +15.3% | +3.7% | +1.4% |
| 1Y | -35.9% | +22.6% | -58.5% | -47.5% |
| All | -98.0% | +77.9% | -175.9% | -98.6% |
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