+514.2%
TOK vs VOO
+795.4%
-281.2%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.1% |
| 7D | 0.0% | -0.6% | +0.6% | +0.5% |
| 30D | -2.2% | -3.6% | +1.5% | +1.1% |
| 3M | -2.8% | -2.7% | -0.1% | -0.4% |
| 6M | +2.6% | +2.2% | +0.4% | +0.5% |
| YTD | +10.4% | +10.9% | -0.5% | +0.6% |
| 1Y | +11.6% | +11.3% | +0.3% | +1.3% |
| 3Y | +74.5% | +76.9% | -2.4% | +4.3% |
| 5Y | +65.0% | +73.5% | -8.5% | +0.2% |
| 10Y | +248.8% | +307.7% | -58.8% | -0.9% |
| All | +514.2% | +795.4% | -281.2% | -19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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