+65.9%
TOLL vs VOO
+90.7%
-24.9%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.5% | +0.5% |
| 7D | -0.4% | -0.6% | +0.1% | +0.2% |
| 30D | -3.2% | -3.6% | +0.4% | +0.4% |
| 3M | +1.2% | -2.7% | +3.9% | +4.0% |
| 6M | +5.2% | +2.2% | +2.9% | +3.2% |
| YTD | +14.5% | +10.9% | +3.6% | +4.2% |
| 1Y | +16.3% | +11.3% | +4.9% | +5.5% |
| 3Y | +61.3% | +76.9% | -15.6% | -7.1% |
| All | +65.9% | +90.7% | -24.9% | -11.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling