+221.9%
VIK vs TD
+119.6%
+102.3%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.1% | -1.9% |
| 7D | -1.8% | -2.6% | +0.7% | 0.0% |
| 30D | -17.3% | -1.0% | -16.3% | -16.7% |
| 3M | -5.1% | +5.6% | -10.7% | -9.1% |
| 6M | +16.2% | +27.1% | -10.9% | -2.8% |
| YTD | +17.6% | +29.4% | -11.8% | -2.5% |
| 1Y | +33.5% | +60.7% | -27.2% | -2.6% |
| All | +221.9% | +119.6% | +102.3% | +90.7% |
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