-55.6%
TOYO vs VOO
+86.3%
-141.9%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.0% |
| 7D | 0.0% | -2.0% | +2.0% | +0.4% |
| 30D | -20.7% | -1.7% | -19.0% | -20.4% |
| 3M | -65.2% | +4.7% | -70.0% | -65.5% |
| 6M | -44.2% | +12.6% | -56.8% | -45.2% |
| YTD | -25.3% | +11.8% | -37.0% | -26.6% |
| 1Y | -18.0% | +17.5% | -35.5% | -19.7% |
| 3Y | -59.8% | +77.0% | -136.8% | -60.4% |
| All | -55.6% | +86.3% | -141.9% | -56.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling