+296.7%
VST vs TD
+132.8%
+163.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | +6.6% | +1.1% | +5.5% | +6.1% |
| 30D | -12.4% | +5.2% | -17.6% | -14.5% |
| 3M | -9.0% | +1.2% | -10.2% | -9.7% |
| 6M | -6.4% | +17.7% | -24.2% | -13.0% |
| YTD | -17.2% | +34.2% | -51.4% | -26.9% |
| 1Y | -22.0% | +55.4% | -77.4% | -34.8% |
| 3Y | +296.7% | +130.4% | +166.3% | +181.0% |
| All | +296.7% | +132.8% | +163.8% | +181.0% |
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 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