+53.4%
VT vs TD
+103.3%
-49.9%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.0% | -0.1% | -2.1% |
| 7D | -4.2% | -3.2% | -0.9% | -2.6% |
| 30D | -5.8% | +4.9% | -10.7% | -8.0% |
| 3M | -5.2% | +2.3% | -7.6% | -6.4% |
| 6M | +0.1% | +17.8% | -17.6% | -8.0% |
| YTD | +8.2% | +33.5% | -25.3% | -6.7% |
| 1Y | +10.1% | +55.9% | -45.8% | -12.1% |
| 3Y | +69.7% | +131.5% | -61.9% | +9.1% |
| 5Y | +53.4% | +103.3% | -50.0% | +6.1% |
| All | +53.4% | +103.3% | -49.9% | +6.1% |
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