-30.9%
TOXR vs VOO
+12.2%
-43.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -1.0% | -0.3% |
| 7D | +4.4% | -0.4% | +4.8% | +5.6% |
| 30D | +37.8% | -1.4% | +39.2% | +42.5% |
| 3M | +22.7% | +3.7% | +19.0% | +11.4% |
| 6M | +2.3% | +13.0% | -10.7% | -23.8% |
| YTD | -23.5% | +12.4% | -35.9% | -40.2% |
| All | -30.9% | +12.2% | -43.1% | -45.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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