-93.7%
TOMZ price history and return analytics
+368.8%
-462.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.6% |
| 7D | +0.6% | -0.1% | +0.7% | +0.6% |
| 30D | -3.5% | -0.7% | -2.8% | -3.4% |
| 3M | -38.8% | +4.0% | -42.8% | -38.9% |
| 6M | -18.1% | +12.3% | -30.4% | -18.5% |
| YTD | -28.6% | +14.0% | -42.7% | -29.0% |
| 1Y | -35.3% | +20.3% | -55.6% | -35.7% |
| 3Y | -55.8% | +75.4% | -131.3% | -56.6% |
| 5Y | -76.5% | +66.0% | -142.5% | -77.1% |
| 10Y | -76.0% | +228.2% | -304.2% | -75.9% |
| All | -93.7% | +368.8% | -462.5% | -95.3% |
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