+137.9%
VGT vs TD
+125.7%
+12.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.7% | +0.5% | +0.8% |
| 7D | -0.2% | -0.5% | +0.4% | +0.1% |
| 30D | -0.4% | -1.9% | +1.5% | +0.6% |
| 3M | +4.4% | +4.8% | -0.3% | +1.6% |
| 6M | +32.1% | +28.0% | +4.1% | +15.0% |
| YTD | +28.8% | +30.3% | -1.5% | +11.0% |
| 1Y | +35.3% | +59.8% | -24.4% | +4.3% |
| 3Y | +124.8% | +124.7% | +0.1% | +41.2% |
| All | +137.9% | +125.7% | +12.2% | +51.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling