+177.1%
VRTX vs TD
+123.1%
+54.0%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.1% | -0.3% | -1.2% |
| 7D | -6.4% | -1.9% | -4.5% | -5.9% |
| 30D | -0.5% | -1.6% | +1.1% | -0.2% |
| 3M | +16.9% | +4.6% | +12.3% | +15.1% |
| 6M | +13.1% | +26.8% | -13.7% | +5.2% |
| YTD | +14.9% | +28.3% | -13.4% | +6.4% |
| 1Y | +31.4% | +60.4% | -29.0% | +13.8% |
| 3Y | +51.9% | +125.7% | -73.8% | +18.1% |
| 5Y | +177.1% | +122.4% | +54.7% | +126.1% |
| All | +177.1% | +123.1% | +54.0% | +126.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling