-27.8%
TOON price history and return analytics
+15.2%
-43.0%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.4% | -1.3% |
| 7D | +0.7% | -0.3% | +1.0% | +1.0% |
| 30D | -5.7% | -1.4% | -4.2% | -4.3% |
| 3M | -13.1% | -1.4% | -11.7% | -12.1% |
| 6M | -16.7% | +5.5% | -22.2% | -21.7% |
| YTD | -27.8% | +12.8% | -40.7% | -37.7% |
| 1Y | -27.8% | +15.4% | -43.2% | -42.0% |
| All | -27.8% | +15.2% | -43.0% | -42.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling