+60.9%
TOLL vs VT
+86.1%
-25.2%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -1.1% | +0.4% | -1.6% | -1.6% |
| 30D | -2.1% | +1.0% | -3.1% | -3.0% |
| 3M | -1.5% | +2.4% | -3.9% | -3.8% |
| 6M | +8.5% | +12.0% | -3.5% | -2.9% |
| YTD | +11.0% | +15.3% | -4.3% | -3.5% |
| 1Y | +15.1% | +22.6% | -7.4% | -5.9% |
| 3Y | +52.7% | +74.7% | -21.9% | -13.1% |
| All | +60.9% | +86.1% | -25.2% | -13.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling