+442.5%
TOK price history and return analytics
+374.2%
+68.3%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +0.1% | +0.4% | -0.4% | -0.3% |
| 30D | +0.3% | +1.0% | -0.7% | -0.5% |
| 3M | +2.5% | +2.4% | +0.1% | +0.5% |
| 6M | +11.7% | +12.0% | -0.3% | +1.6% |
| YTD | +13.1% | +15.3% | -2.2% | +0.4% |
| 1Y | +19.9% | +22.6% | -2.6% | +1.2% |
| 3Y | +74.6% | +74.7% | -0.1% | +10.1% |
| 5Y | +72.2% | +66.1% | +6.0% | +13.5% |
| 10Y | +252.2% | +225.0% | +27.2% | +37.9% |
| All | +442.5% | +374.2% | +68.3% | +65.2% |
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