+603.4%
VLO vs TD
+125.7%
+477.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.9% | +4.2% | +3.8% |
| 7D | +5.8% | +0.9% | +4.9% | +5.3% |
| 30D | +28.3% | -0.7% | +29.0% | +28.6% |
| 3M | +48.7% | +6.3% | +42.5% | +43.0% |
| 6M | +71.9% | +27.9% | +44.0% | +46.6% |
| YTD | +138.7% | +29.8% | +108.9% | +101.6% |
| 1Y | +148.5% | +63.7% | +84.8% | +80.3% |
| 3Y | +192.7% | +128.3% | +64.3% | +66.8% |
| All | +603.4% | +125.7% | +477.7% | +255.2% |
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