+801.0%
TOL vs VOO
+803.9%
-2.9%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.6% |
| 7D | -4.9% | +3.3% | -8.2% | -8.6% |
| 30D | +11.6% | -2.7% | +14.2% | +15.0% |
| 3M | -0.2% | -1.7% | +1.6% | +1.8% |
| 6M | +10.5% | +3.1% | +7.4% | +6.2% |
| YTD | +10.3% | +11.9% | -1.7% | -4.2% |
| 1Y | +10.0% | +12.1% | -2.1% | -4.5% |
| 3Y | +88.6% | +78.6% | +10.0% | -9.2% |
| 5Y | +143.6% | +73.8% | +69.8% | +23.5% |
| 10Y | +468.4% | +312.3% | +156.1% | +0.2% |
| All | +801.0% | +803.9% | -2.9% | -37.9% |
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 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