+340.8%
VSH vs TD
+8,075.2%
-7,734.4%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | 0.0% | -4.2% | -4.2% |
| 7D | +14.3% | +1.1% | +13.2% | +13.6% |
| 30D | -7.9% | +5.2% | -13.1% | -10.6% |
| 3M | -19.9% | +1.2% | -21.1% | -20.2% |
| 6M | -30.5% | +17.7% | -48.3% | -37.4% |
| YTD | +85.7% | +34.2% | +51.4% | +53.0% |
| 1Y | +98.9% | +55.4% | +43.5% | +48.3% |
| 3Y | +32.1% | +130.4% | -98.3% | -24.9% |
| 5Y | +39.7% | +101.8% | -62.1% | -13.9% |
| 10Y | +117.6% | +301.9% | -184.3% | -13.0% |
| All | +340.8% | +8,075.2% | -7,734.4% | -49.5% |
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