+121.8%
TOLZ vs VOO
+413.7%
-291.9%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | +0.1% |
| 7D | -0.4% | +0.1% | -0.5% | -0.4% |
| 30D | -0.3% | +0.1% | -0.4% | -0.4% |
| 3M | -2.0% | +2.0% | -4.0% | -3.6% |
| 6M | -2.7% | +13.0% | -15.7% | -10.9% |
| YTD | +10.3% | +13.6% | -3.2% | +0.5% |
| 1Y | +13.8% | +20.1% | -6.3% | -0.4% |
| 3Y | +51.1% | +77.6% | -26.5% | -2.1% |
| 5Y | +46.5% | +82.4% | -36.0% | -8.2% |
| 10Y | +100.7% | +316.8% | -216.2% | -34.0% |
| All | +121.8% | +413.7% | -291.9% | -35.7% |
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