+103.3%
TD vs VT
+53.2%
+50.1%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.1% | +0.1% | -1.0% |
| 7D | -3.2% | -4.2% | +0.9% | -0.1% |
| 30D | +4.9% | -5.8% | +10.7% | +9.7% |
| 3M | +2.3% | -5.2% | +7.6% | +6.5% |
| 6M | +17.8% | +0.1% | +17.6% | +17.5% |
| YTD | +33.5% | +8.2% | +25.3% | +25.7% |
| 1Y | +55.9% | +10.1% | +45.8% | +45.0% |
| 3Y | +131.5% | +69.7% | +61.9% | +51.4% |
| 5Y | +103.3% | +53.4% | +50.0% | +43.0% |
| All | +103.3% | +53.2% | +50.1% | +43.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling