-49.1%
TOXR vs VT
+11.6%
-60.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -1.6% |
| 7D | -15.8% | +2.9% | -18.7% | -20.9% |
| 30D | -24.5% | -2.5% | -22.0% | -20.2% |
| 3M | +2.9% | -3.3% | +6.2% | +11.2% |
| 6M | -28.3% | +1.5% | -29.8% | -30.6% |
| YTD | -43.6% | +11.4% | -55.0% | -55.5% |
| All | -49.1% | +11.6% | -60.6% | -59.5% |
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