+360.2%
VSH vs TD
+8,077.8%
-7,717.6%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.4% | -4.2% | -4.4% |
| 7D | +26.2% | +0.6% | +25.6% | +25.8% |
| 30D | -12.5% | +5.0% | -17.5% | -15.0% |
| 3M | -16.9% | +1.1% | -18.0% | -17.2% |
| 6M | -17.0% | +16.5% | -33.4% | -24.7% |
| YTD | +93.8% | +34.3% | +59.6% | +59.6% |
| 1Y | +99.3% | +52.9% | +46.5% | +50.4% |
| 3Y | +35.0% | +132.2% | -97.2% | -23.7% |
| 5Y | +45.8% | +101.9% | -56.1% | -10.2% |
| 10Y | +127.1% | +302.0% | -174.9% | -9.2% |
| All | +360.2% | +8,077.8% | -7,717.6% | -47.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling