+120.6%
VLO vs TD
+61.0%
+59.6%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +2.8% | -8.5% | -5.0% |
| 7D | -6.0% | +1.4% | -7.3% | -5.5% |
| 30D | -12.9% | +10.2% | -23.1% | -11.0% |
| 3M | +18.3% | +8.1% | +10.2% | +20.7% |
| 6M | +46.4% | +22.3% | +24.1% | +52.7% |
| YTD | +127.7% | +39.0% | +88.7% | +133.6% |
| 1Y | +120.6% | +62.6% | +58.0% | +117.1% |
| All | +120.6% | +61.0% | +59.6% | +117.1% |
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