+418.7%
TOK price history and return analytics
+346.0%
+72.7%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.6% |
| 7D | -2.1% | -2.3% | +0.2% | -0.2% |
| 30D | -3.9% | -5.0% | +1.1% | +0.3% |
| 3M | -4.1% | -4.9% | +0.8% | -0.1% |
| 6M | +0.4% | -1.5% | +2.0% | +1.7% |
| YTD | +8.2% | +8.5% | -0.3% | +1.0% |
| 1Y | +11.2% | +11.4% | -0.2% | +1.6% |
| 3Y | +72.3% | +70.1% | +2.2% | +11.1% |
| 5Y | +60.4% | +53.7% | +6.7% | +12.7% |
| 10Y | +252.2% | +220.0% | +32.3% | +40.3% |
| All | +418.7% | +346.0% | +72.7% | +66.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling