-44.8%
TOST price history and return analytics
+65.0%
-109.8%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | +0.2% |
| 7D | +3.0% | -0.1% | +3.1% | +2.7% |
| 30D | +10.3% | -3.1% | +13.3% | +16.2% |
| 3M | -3.3% | -3.5% | +0.2% | +2.6% |
| 6M | +37.8% | +0.5% | +37.3% | +33.7% |
| YTD | -2.8% | +10.8% | -13.6% | -24.0% |
| 1Y | -9.6% | +11.9% | -21.5% | -30.8% |
| 3Y | +144.6% | +73.0% | +71.7% | -28.2% |
| 5Y | -31.0% | +58.6% | -89.6% | -70.3% |
| All | -44.8% | +65.0% | -109.8% | -78.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling