+55.6%
TD vs VLTO
+21.6%
+34.1%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.1% | +0.3% |
| 7D | -3.1% | +1.5% | -4.6% | -3.0% |
| 30D | +6.7% | +20.9% | -14.3% | +6.9% |
| 3M | +3.1% | +21.4% | -18.3% | +3.4% |
| 6M | +17.6% | +37.6% | -19.9% | +17.6% |
| YTD | +34.8% | +19.5% | +15.2% | +35.7% |
| 1Y | +55.6% | +22.0% | +33.6% | +57.4% |
| All | +55.6% | +21.6% | +34.1% | +57.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 1y: compounded portfolio wealth divided by compounded VLTO 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…
1y analysis · Full analysis span regression · 6 months rolling