-56.9%
TOON vs VOO
+80.1%
-137.0%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.4% | +2.9% | +2.9% |
| 7D | +3.1% | +0.1% | +3.0% | +3.0% |
| 30D | +11.3% | +0.1% | +11.2% | +11.1% |
| 3M | -8.5% | +2.0% | -10.5% | -10.5% |
| 6M | +14.4% | +13.0% | +1.4% | +0.7% |
| YTD | -8.3% | +13.6% | -21.9% | -19.6% |
| 1Y | -20.2% | +20.1% | -40.3% | -33.5% |
| All | -56.9% | +80.1% | -137.0% | -77.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling