+122.4%
TD vs VIG
+62.2%
+60.1%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.7% |
| 7D | -1.9% | -1.2% | -0.8% | -1.0% |
| 30D | -1.6% | -2.8% | +1.2% | +0.7% |
| 3M | +4.6% | +2.5% | +2.2% | +2.6% |
| 6M | +26.8% | +8.1% | +18.7% | +19.2% |
| YTD | +28.3% | +9.6% | +18.8% | +19.4% |
| 1Y | +60.4% | +14.2% | +46.3% | +44.5% |
| 3Y | +125.7% | +56.1% | +69.6% | +54.9% |
| 5Y | +122.4% | +62.8% | +59.5% | +45.5% |
| All | +122.4% | +62.2% | +60.1% | +45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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