+132.2%
TOL vs VOO
+81.6%
+50.6%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.4% |
| 7D | -4.0% | -0.4% | -3.7% | -3.6% |
| 30D | -10.0% | -1.4% | -8.6% | -8.4% |
| 3M | -6.1% | +3.7% | -9.9% | -10.1% |
| 6M | -7.9% | +13.0% | -20.9% | -20.3% |
| YTD | +0.4% | +12.4% | -12.0% | -12.7% |
| 1Y | -6.1% | +18.6% | -24.7% | -23.5% |
| 3Y | +71.0% | +78.1% | -7.0% | -17.0% |
| 5Y | +132.2% | +82.3% | +49.9% | +11.9% |
| All | +132.2% | +81.6% | +50.6% | +11.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling