+2,545.5%
VRT vs TD
+178.0%
+2,367.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -1.1% | -8.5% | -8.8% |
| 7D | +2.4% | -1.9% | +4.3% | +3.8% |
| 30D | -2.7% | -1.6% | -1.1% | -1.4% |
| 3M | -9.2% | +4.6% | -13.8% | -11.5% |
| 6M | -0.5% | +26.8% | -27.3% | -14.6% |
| YTD | +62.3% | +28.3% | +34.0% | +38.0% |
| 1Y | +109.6% | +60.4% | +49.1% | +53.9% |
| 3Y | +573.1% | +125.7% | +447.4% | +285.2% |
| 5Y | +953.6% | +122.4% | +831.3% | +523.6% |
| All | +2,545.5% | +178.0% | +2,367.6% | +1,060.4% |
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