-1.2%
VMC vs TD
+52.8%
-54.0%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.5% | -0.5% |
| 7D | -1.3% | +1.1% | -2.4% | -1.8% |
| 30D | +15.5% | +5.2% | +10.2% | +13.0% |
| 3M | +0.6% | +1.2% | -0.6% | +0.1% |
| 6M | +2.1% | +17.7% | -15.7% | -6.5% |
| YTD | -1.6% | +34.2% | -35.8% | -16.0% |
| 1Y | -1.2% | +55.4% | -56.6% | -18.5% |
| All | -1.2% | +52.8% | -54.0% | -18.5% |
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