+123.4%
VRT vs TD
+64.8%
+58.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.4% | +5.7% | +5.9% |
| 7D | +9.1% | +0.3% | +8.8% | +8.6% |
| 30D | +0.9% | +0.4% | +0.5% | +0.7% |
| 3M | -13.4% | +7.6% | -21.0% | -19.3% |
| 6M | +11.7% | +25.0% | -13.3% | -11.6% |
| YTD | +73.2% | +31.0% | +42.2% | +30.3% |
| 1Y | +123.4% | +65.2% | +58.2% | +24.1% |
| All | +123.4% | +64.8% | +58.6% | +24.1% |
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