+22,464.1%
VLO vs TD
+7,879.0%
+14,585.1%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | +0.8% |
| 7D | +5.2% | +0.3% | +4.9% | +5.0% |
| 30D | +22.6% | +0.4% | +22.2% | +22.2% |
| 3M | +43.8% | +7.6% | +36.1% | +36.9% |
| 6M | +65.7% | +25.0% | +40.7% | +42.9% |
| YTD | +131.1% | +31.0% | +100.1% | +93.8% |
| 1Y | +143.6% | +65.2% | +78.4% | +77.2% |
| 3Y | +201.4% | +122.5% | +78.9% | +80.7% |
| 5Y | +568.9% | +124.8% | +444.1% | +298.1% |
| 10Y | +891.8% | +298.2% | +593.6% | +350.2% |
| All | +22,464.1% | +7,879.0% | +14,585.1% | +4,999.9% |
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