+164.2%
TOL vs VT
+53.2%
+111.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.1% | +2.3% | +3.6% |
| 7D | +7.9% | -4.2% | +12.0% | +14.0% |
| 30D | +13.0% | -5.8% | +18.8% | +22.0% |
| 3M | +0.6% | -5.2% | +5.8% | +7.9% |
| 6M | +13.8% | +0.1% | +13.6% | +13.5% |
| YTD | +15.9% | +8.2% | +7.7% | +4.2% |
| 1Y | +17.3% | +10.1% | +7.2% | +3.0% |
| 3Y | +96.0% | +69.7% | +26.3% | -4.3% |
| 5Y | +164.2% | +53.4% | +110.9% | +54.7% |
| All | +164.2% | +53.2% | +111.0% | +54.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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