+449.8%
VLO vs TD
+104.8%
+345.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.3% | +3.4% | +3.5% |
| 7D | -0.4% | -3.1% | +2.6% | +1.1% |
| 30D | -16.6% | +6.7% | -23.3% | -19.4% |
| 3M | +12.3% | +3.1% | +9.2% | +10.0% |
| 6M | +47.8% | +17.6% | +30.2% | +33.9% |
| YTD | +126.7% | +34.8% | +91.9% | +88.0% |
| 1Y | +105.4% | +55.6% | +49.8% | +55.4% |
| 3Y | +222.0% | +133.1% | +88.9% | +84.2% |
| 5Y | +449.8% | +104.7% | +345.2% | +224.3% |
| All | +449.8% | +104.8% | +345.0% | +224.3% |
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