+69.5%
VG vs TD
+56.3%
+13.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.3% | +5.2% | +5.7% |
| 7D | +5.5% | -3.1% | +8.6% | +3.0% |
| 30D | -3.6% | +6.7% | -10.3% | +1.8% |
| 3M | -4.0% | +3.1% | -7.1% | -1.2% |
| 6M | +9.4% | +17.6% | -8.2% | +29.0% |
| YTD | +86.6% | +34.8% | +51.8% | +143.2% |
| 1Y | +69.5% | +55.6% | +13.9% | +104.0% |
| All | +69.5% | +56.3% | +13.2% | +104.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling