-100.0%
TOVX price history and return analytics
+368.8%
-468.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.4% |
| 7D | 0.0% | -0.1% | +0.1% | +0.1% |
| 30D | +8.7% | -0.7% | +9.4% | +9.1% |
| 3M | +4.2% | +4.0% | +0.2% | +2.0% |
| 6M | +38.9% | +12.3% | +26.6% | +31.6% |
| YTD | +19.0% | +14.0% | +5.0% | +12.3% |
| 1Y | -37.5% | +20.3% | -57.8% | -42.3% |
| 3Y | -98.0% | +75.4% | -173.4% | -98.5% |
| 5Y | -99.8% | +66.0% | -165.8% | -99.8% |
| 10Y | -100.0% | +228.2% | -328.2% | -100.0% |
| All | -100.0% | +368.8% | -468.8% | -100.0% |
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 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