-42.4%
TOXR vs VT
+8.7%
-51.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.2% | -5.0% | -5.3% |
| 7D | -6.2% | -2.3% | -3.9% | -1.6% |
| 30D | -17.4% | -5.0% | -12.4% | -7.7% |
| 3M | +13.2% | -4.9% | +18.1% | +26.8% |
| 6M | -18.2% | -1.5% | -16.7% | -15.1% |
| YTD | -36.3% | +8.5% | -44.7% | -46.7% |
| All | -42.4% | +8.7% | -51.1% | -51.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling