+34.0%
VSH vs TD
+123.9%
-89.9%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.8% | +1.6% |
| 7D | +3.5% | -1.9% | +5.4% | +5.1% |
| 30D | -4.4% | -1.6% | -2.8% | -3.0% |
| 3M | -45.8% | +4.6% | -50.4% | -47.6% |
| 6M | +90.1% | +26.8% | +63.3% | +58.7% |
| YTD | +120.3% | +28.3% | +92.0% | +81.9% |
| 1Y | +112.2% | +60.4% | +51.8% | +49.2% |
| All | +34.0% | +123.9% | -89.9% | -24.9% |
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