+19.8%
VCIT vs TD
+133.8%
-114.1%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | 0.0% |
| 7D | -0.5% | -3.1% | +2.6% | -0.3% |
| 30D | +1.5% | +6.7% | -5.2% | +1.0% |
| 3M | -1.0% | +3.1% | -4.1% | -1.2% |
| 6M | -1.7% | +17.6% | -19.3% | -2.8% |
| YTD | -1.4% | +34.8% | -36.1% | -3.4% |
| 1Y | -0.9% | +55.6% | -56.5% | -3.8% |
| All | +19.8% | +133.8% | -114.1% | +12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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