+644.6%
VRT vs TD
+128.4%
+516.2%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.9% | +4.6% | +4.2% |
| 7D | +13.6% | +0.9% | +12.8% | +12.9% |
| 30D | +6.8% | -0.7% | +7.4% | +7.3% |
| 3M | -3.2% | +6.3% | -9.5% | -6.2% |
| 6M | +20.3% | +27.9% | -7.6% | +5.6% |
| YTD | +79.6% | +29.8% | +49.8% | +56.3% |
| 1Y | +139.0% | +63.7% | +75.3% | +87.7% |
| 3Y | +644.6% | +128.3% | +516.3% | +409.0% |
| All | +644.6% | +128.4% | +516.2% | +409.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling