+172.5%
VEA vs TD
+643.2%
-470.7%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | +0.2% |
| 7D | +1.9% | +0.9% | +1.0% | +1.3% |
| 30D | +0.8% | -0.7% | +1.4% | +1.1% |
| 3M | +5.7% | +6.3% | -0.6% | +1.5% |
| 6M | +13.3% | +27.9% | -14.6% | -3.2% |
| YTD | +18.4% | +29.8% | -11.4% | +0.1% |
| 1Y | +27.0% | +63.7% | -36.7% | -7.4% |
| 3Y | +79.3% | +128.3% | -49.1% | +4.1% |
| 5Y | +62.1% | +125.5% | -63.4% | -6.4% |
| 10Y | +160.3% | +296.7% | -136.4% | -0.2% |
| All | +172.5% | +643.2% | -470.7% | -37.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling