+72.7%
TOL vs VOO
+79.1%
-6.4%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.6% | -3.2% | -3.1% |
| 7D | -2.7% | +0.5% | -3.3% | -3.3% |
| 30D | -12.1% | -0.9% | -11.1% | -11.0% |
| 3M | -0.4% | +3.9% | -4.3% | -4.6% |
| 6M | -7.3% | +14.5% | -21.8% | -20.3% |
| YTD | +1.4% | +13.0% | -11.5% | -11.6% |
| 1Y | -7.2% | +19.4% | -26.6% | -24.1% |
| 3Y | +72.7% | +78.9% | -6.2% | -25.5% |
| All | +72.7% | +79.1% | -6.4% | -25.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling