-39.5%
TOXR vs VT
+8.4%
-48.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.1% | -1.5% | +3.1% |
| 7D | -3.9% | -4.2% | +0.2% | +5.2% |
| 30D | -18.3% | -5.8% | -12.5% | -6.7% |
| 3M | +15.0% | -5.2% | +20.2% | +29.9% |
| 6M | -13.2% | +0.1% | -13.3% | -13.7% |
| YTD | -33.1% | +8.2% | -41.3% | -43.8% |
| All | -39.5% | +8.4% | -48.0% | -48.8% |
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