+761.2%
TOL vs VOO
+817.1%
-55.9%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.3% | +0.4% |
| 7D | -3.1% | +0.1% | -3.2% | -3.2% |
| 30D | -8.5% | +0.1% | -8.6% | -8.6% |
| 3M | +1.5% | +2.0% | -0.5% | -0.9% |
| 6M | -7.4% | +13.0% | -20.4% | -20.1% |
| YTD | +5.4% | +13.6% | -8.2% | -9.8% |
| 1Y | -1.8% | +20.1% | -21.9% | -21.7% |
| 3Y | +73.2% | +77.6% | -4.3% | -15.4% |
| 5Y | +134.2% | +82.4% | +51.8% | +12.1% |
| 10Y | +411.6% | +316.8% | +94.8% | -10.7% |
| All | +761.2% | +817.1% | -55.9% | -41.5% |
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 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