+109.7%
VSH vs TD
+61.3%
+48.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.8% | -1.9% |
| 7D | +3.1% | -2.6% | +5.7% | +5.9% |
| 30D | -5.7% | -1.0% | -4.7% | -4.6% |
| 3M | -42.5% | +5.6% | -48.1% | -45.6% |
| 6M | +82.7% | +27.1% | +55.6% | +41.6% |
| YTD | +118.2% | +29.4% | +88.8% | +64.9% |
| 1Y | +109.7% | +60.7% | +49.0% | +28.0% |
| All | +109.7% | +61.3% | +48.4% | +28.0% |
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 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