+32.3%
TOPT price history and return analytics
+31.7%
+0.6%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -4.1% | -1.2% | -0.7% |
| 7D | -6.5% | -4.2% | -2.3% | -1.8% |
| 30D | -8.6% | -5.8% | -2.8% | -2.3% |
| 3M | -3.6% | -5.2% | +1.6% | +2.4% |
| 6M | +0.4% | +0.1% | +0.3% | +0.3% |
| YTD | +4.7% | +8.2% | -3.6% | -4.6% |
| 1Y | +4.5% | +10.1% | -5.6% | -6.7% |
| All | +32.3% | +31.7% | +0.6% | -5.1% |
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