+826.5%
TOL vs VOO
+795.4%
+31.1%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -2.2% |
| 7D | +2.0% | -0.6% | +2.6% | +2.6% |
| 30D | +14.3% | -3.6% | +18.0% | +19.3% |
| 3M | +1.7% | -2.7% | +4.4% | +4.9% |
| 6M | +10.8% | +2.2% | +8.5% | +7.6% |
| YTD | +13.4% | +10.9% | +2.5% | -0.3% |
| 1Y | +14.2% | +11.3% | +2.9% | 0.0% |
| 3Y | +93.9% | +76.9% | +17.0% | -5.5% |
| 5Y | +157.5% | +73.5% | +84.0% | +30.8% |
| 10Y | +474.9% | +307.7% | +167.3% | +2.9% |
| All | +826.5% | +795.4% | +31.1% | -35.3% |
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