+126.9%
TD vs VRSN
+33.8%
+93.0%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.4% |
| 7D | -0.5% | +0.2% | -0.8% | -0.6% |
| 30D | -1.9% | +3.8% | -5.7% | -2.6% |
| 3M | +4.8% | +5.0% | -0.3% | +3.5% |
| 6M | +28.0% | +24.9% | +3.1% | +21.3% |
| YTD | +30.3% | +21.6% | +8.7% | +23.8% |
| 1Y | +59.8% | +2.4% | +57.4% | +58.2% |
| 3Y | +124.7% | +47.3% | +77.4% | +99.3% |
| All | +126.9% | +33.8% | +93.0% | +102.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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