+948.7%
VTI vs TD
+2,271.0%
-1,322.3%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | +0.1% |
| 7D | -0.4% | -1.9% | +1.6% | +0.7% |
| 30D | -1.6% | -1.6% | 0.0% | -0.8% |
| 3M | +3.6% | +4.6% | -1.0% | +0.8% |
| 6M | +13.0% | +26.8% | -13.8% | -1.1% |
| YTD | +12.7% | +28.3% | -15.6% | -2.1% |
| 1Y | +18.4% | +60.4% | -42.1% | -9.1% |
| 3Y | +76.4% | +125.7% | -49.3% | +10.7% |
| 5Y | +73.7% | +122.4% | -48.7% | +8.8% |
| 10Y | +302.5% | +297.1% | +5.4% | +78.9% |
| All | +948.7% | +2,271.0% | -1,322.3% | +78.6% |
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