+12.4%
VT vs TD
+56.4%
-43.9%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.5% | +1.1% | +1.9% |
| 7D | +0.4% | -0.6% | +1.0% | +0.8% |
| 30D | -2.6% | +7.9% | -10.5% | -5.7% |
| 3M | -3.2% | +3.1% | -6.4% | -4.5% |
| 6M | +0.9% | +17.2% | -16.2% | -7.3% |
| YTD | +11.3% | +34.7% | -23.4% | -5.7% |
| All | +12.4% | +56.4% | -43.9% | -9.5% |
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 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