+68.4%
TOLL price history and return analytics
+82.0%
-13.6%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.7% | -0.6% | -0.6% |
| 7D | +1.2% | -0.3% | +1.5% | +1.5% |
| 30D | -1.8% | -1.4% | -0.4% | -0.4% |
| 3M | +2.1% | -1.4% | +3.5% | +3.5% |
| 6M | +10.7% | +5.5% | +5.2% | +5.1% |
| YTD | +16.2% | +12.8% | +3.4% | +3.3% |
| 1Y | +18.7% | +15.4% | +3.3% | +3.1% |
| 3Y | +66.8% | +76.9% | -10.1% | -6.0% |
| All | +68.4% | +82.0% | -13.6% | -7.4% |
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