-33.5%
TOXR price history and return analytics
+13.3%
-46.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.9% | -2.9% | -1.9% |
| 7D | -8.2% | -2.0% | -6.2% | -4.0% |
| 30D | +33.3% | -1.4% | +34.7% | +37.6% |
| 3M | +22.9% | +4.7% | +18.2% | +10.7% |
| 6M | -2.3% | +11.4% | -13.6% | -22.1% |
| YTD | -26.3% | +13.1% | -39.4% | -44.0% |
| All | -33.5% | +13.3% | -46.7% | -49.0% |
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