+131.4%
TD vs VO
+68.0%
+63.4%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -0.9% | -0.5% |
| 7D | -3.1% | +0.2% | -3.3% | -3.2% |
| 30D | +6.7% | +2.0% | +4.7% | +5.4% |
| 3M | +3.1% | -0.3% | +3.4% | +3.3% |
| 6M | +17.6% | +7.3% | +10.4% | +12.7% |
| YTD | +34.8% | +15.0% | +19.8% | +24.1% |
| 1Y | +55.6% | +14.7% | +40.9% | +43.5% |
| All | +131.4% | +68.0% | +63.4% | +61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 3y: compounded portfolio wealth divided by compounded VO 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…
3y analysis · Full analysis span regression · 6 months rolling