+300.7%
TD vs VT
+215.5%
+85.2%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.8% |
| 7D | -1.7% | -2.3% | +0.6% | +0.4% |
| 30D | +8.2% | -5.0% | +13.2% | +13.2% |
| 3M | +1.7% | -4.9% | +6.6% | +6.4% |
| 6M | +14.2% | -1.5% | +15.8% | +15.6% |
| YTD | +32.8% | +8.5% | +24.3% | +23.1% |
| 1Y | +55.5% | +11.4% | +44.1% | +40.7% |
| 3Y | +129.6% | +70.1% | +59.6% | +38.0% |
| 5Y | +102.2% | +53.7% | +48.5% | +33.5% |
| All | +300.7% | +215.5% | +85.2% | +31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling