+23,018.6%
VLO vs TD
+8,075.2%
+14,943.5%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +9.6% | +1.1% | +8.5% | +8.9% |
| 30D | -17.4% | +5.2% | -22.6% | -20.1% |
| 3M | +10.8% | +1.2% | +9.5% | +9.3% |
| 6M | +56.9% | +17.7% | +39.2% | +40.7% |
| YTD | +136.8% | +34.2% | +102.6% | +94.7% |
| 1Y | +120.7% | +55.4% | +65.2% | +65.9% |
| 3Y | +231.9% | +130.4% | +101.5% | +94.2% |
| 5Y | +479.0% | +101.8% | +377.2% | +265.5% |
| 10Y | +792.2% | +301.9% | +490.3% | +300.2% |
| All | +23,018.6% | +8,075.2% | +14,943.5% | +5,024.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling