-98.7%
TOVX vs VT
+74.0%
-172.7%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.3% | -12.2% | -12.1% |
| 7D | -17.6% | +2.4% | -20.0% | -20.3% |
| 30D | -33.3% | -1.5% | -31.8% | -31.4% |
| 3M | -39.1% | -4.1% | -35.0% | -34.9% |
| 6M | -57.6% | +0.6% | -58.1% | -57.4% |
| YTD | -33.3% | +11.0% | -44.4% | -39.9% |
| 1Y | -50.0% | +13.3% | -63.3% | -55.6% |
| 3Y | -98.7% | +73.4% | -172.1% | -98.7% |
| All | -98.7% | +74.0% | -172.7% | -98.7% |
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