+101.9%
TD vs VIG
+65.2%
+36.7%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +0.6% | +3.1% | -2.5% | -1.9% |
| 30D | +5.0% | +5.0% | -0.1% | +0.9% |
| 3M | +1.1% | +2.7% | -1.6% | -1.0% |
| 6M | +16.5% | +11.0% | +5.5% | +7.2% |
| YTD | +34.3% | +16.0% | +18.3% | +19.4% |
| 1Y | +52.9% | +16.3% | +36.6% | +35.6% |
| 3Y | +132.2% | +66.8% | +65.4% | +50.8% |
| 5Y | +101.9% | +64.8% | +37.1% | +30.5% |
| All | +101.9% | +65.2% | +36.7% | +30.5% |
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