+66.6%
TOLL vs VT
+79.0%
-12.4%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +1.1% | -1.6% | +2.7% | +2.7% |
| 30D | -2.4% | -2.5% | +0.1% | +0.1% |
| 3M | +3.3% | -1.3% | +4.6% | +4.7% |
| 6M | +8.9% | +3.1% | +5.9% | +5.8% |
| YTD | +15.0% | +10.9% | +4.0% | +3.9% |
| 1Y | +16.7% | +12.1% | +4.6% | +4.4% |
| 3Y | +64.9% | +73.9% | -9.0% | -5.5% |
| All | +66.6% | +79.0% | -12.4% | -6.9% |
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