+61.8%
VNQ vs TD
+306.3%
-244.5%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.3% |
| 7D | -1.3% | -0.5% | -0.7% | -1.0% |
| 30D | -2.6% | -1.9% | -0.7% | -1.7% |
| 3M | -2.0% | +4.8% | -6.8% | -4.9% |
| 6M | +4.3% | +28.0% | -23.7% | -9.6% |
| YTD | +9.2% | +30.3% | -21.1% | -6.4% |
| 1Y | +5.6% | +59.8% | -54.2% | -19.5% |
| 3Y | +30.8% | +124.7% | -93.8% | -19.2% |
| 5Y | +8.0% | +127.0% | -119.0% | -35.0% |
| All | +61.8% | +306.3% | -244.5% | -34.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling