-44.5%
TOST price history and return analytics
+61.6%
-106.1%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.8% |
| 7D | +9.4% | -2.3% | +11.8% | +14.0% |
| 30D | +13.5% | -5.0% | +18.4% | +24.4% |
| 3M | -0.1% | -4.9% | +4.7% | +8.9% |
| 6M | +22.5% | -1.5% | +24.0% | +23.1% |
| YTD | -2.4% | +8.5% | -10.8% | -20.5% |
| 1Y | -4.7% | +11.4% | -16.1% | -26.5% |
| 3Y | +103.2% | +70.1% | +33.2% | -38.3% |
| 5Y | -41.2% | +53.7% | -95.0% | -72.6% |
| All | -44.5% | +61.6% | -106.1% | -76.9% |
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