-31.0%
TOXR vs VT
+15.6%
-46.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | 0.0% | -4.8% | -4.8% |
| 7D | +1.6% | +0.4% | +1.2% | +0.8% |
| 30D | +31.2% | +1.0% | +30.2% | +28.4% |
| 3M | +18.9% | +2.4% | +16.5% | +13.5% |
| 6M | -4.0% | +12.0% | -16.0% | -21.8% |
| YTD | -23.7% | +15.3% | -39.0% | -44.4% |
| All | -31.0% | +15.6% | -46.6% | -49.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling