-44.4%
TOST vs VOO
+85.1%
-129.5%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.3% | -2.1% | -4.0% |
| 7D | +4.0% | +0.1% | +4.0% | +3.4% |
| 30D | +11.1% | -3.3% | +14.4% | +17.4% |
| 3M | +0.8% | -2.4% | +3.2% | +4.6% |
| 6M | +38.8% | +2.6% | +36.2% | +30.3% |
| YTD | -2.1% | +11.3% | -13.4% | -21.7% |
| 1Y | -6.0% | +13.4% | -19.5% | -27.7% |
| 3Y | +149.8% | +80.3% | +69.5% | -25.9% |
| 5Y | -42.8% | +72.7% | -115.5% | -78.6% |
| All | -44.4% | +85.1% | -129.5% | -81.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling