-30.9%
TOXR price history and return analytics
+14.2%
-45.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -0.1% |
| 7D | +4.4% | -0.1% | +4.6% | +4.9% |
| 30D | +37.8% | -0.7% | +38.5% | +39.9% |
| 3M | +22.7% | +4.0% | +18.7% | +12.5% |
| 6M | +2.3% | +12.3% | -10.0% | -20.0% |
| YTD | -23.5% | +14.0% | -37.5% | -42.9% |
| All | -30.9% | +14.2% | -45.1% | -48.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling