+57.8%
VT vs TD
+105.4%
-47.6%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.5% | +1.1% | +1.9% |
| 7D | +0.4% | -0.6% | +1.0% | +0.7% |
| 30D | -2.6% | +7.9% | -10.5% | -6.1% |
| 3M | -3.2% | +3.1% | -6.4% | -4.8% |
| 6M | +0.9% | +17.2% | -16.2% | -7.0% |
| YTD | +11.3% | +34.7% | -23.4% | -4.5% |
| 1Y | +14.0% | +56.9% | -42.9% | -9.3% |
| 3Y | +75.8% | +134.7% | -58.9% | +12.3% |
| 5Y | +57.8% | +104.8% | -47.0% | +8.8% |
| All | +57.8% | +105.4% | -47.6% | +8.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling