+58.0%
TOLL vs VOO
+86.4%
-28.4%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -4.4% | -1.8% | -2.0% |
| 7D | -5.8% | -4.7% | -1.1% | -1.2% |
| 30D | -8.2% | -5.9% | -2.3% | -2.5% |
| 3M | -3.9% | -4.5% | +0.6% | +0.6% |
| 6M | +2.5% | +1.9% | +0.7% | +1.0% |
| YTD | +9.0% | +8.4% | +0.6% | +1.5% |
| 1Y | +10.9% | +9.5% | +1.4% | +2.3% |
| 3Y | +56.4% | +75.3% | -18.8% | -9.1% |
| All | +58.0% | +86.4% | -28.4% | -13.5% |
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