-44.5%
TOST price history and return analytics
+65.4%
-109.9%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.3% | +3.7% | +4.0% |
| 7D | 0.0% | +2.4% | -2.3% | -4.5% |
| 30D | +16.2% | -1.5% | +17.7% | +18.7% |
| 3M | -1.5% | -4.1% | +2.6% | +5.7% |
| 6M | +55.3% | +0.6% | +54.8% | +50.4% |
| YTD | -2.3% | +11.0% | -13.4% | -24.0% |
| 1Y | -5.5% | +13.3% | -18.9% | -29.7% |
| 3Y | +151.1% | +73.4% | +77.7% | -26.7% |
| 5Y | -27.9% | +57.4% | -85.4% | -68.1% |
| All | -44.5% | +65.4% | -109.9% | -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