+96.4%
TOLZ price history and return analytics
+229.8%
-133.4%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.8% |
| 7D | -1.7% | -1.1% | -0.6% | -0.9% |
| 30D | -2.6% | -1.0% | -1.6% | -1.9% |
| 3M | -4.0% | +3.2% | -7.1% | -6.4% |
| 6M | -2.9% | +12.5% | -15.4% | -11.7% |
| YTD | +8.5% | +14.1% | -5.6% | -2.5% |
| 1Y | +10.3% | +18.9% | -8.6% | -4.2% |
| 3Y | +49.2% | +74.1% | -24.8% | -5.3% |
| 5Y | +47.1% | +66.9% | -19.7% | -4.3% |
| All | +96.4% | +229.8% | -133.4% | -30.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling