+129.7%
VTR vs TD
+127.3%
+2.3%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.6% |
| 7D | -0.3% | -0.5% | +0.2% | -0.2% |
| 30D | +1.1% | -1.9% | +3.0% | +1.5% |
| 3M | +7.9% | +4.8% | +3.1% | +6.6% |
| 6M | +6.2% | +28.0% | -21.8% | -0.2% |
| YTD | +17.7% | +30.3% | -12.6% | +10.1% |
| 1Y | +32.9% | +59.8% | -26.9% | +17.5% |
| 3Y | +129.7% | +124.7% | +5.0% | +81.1% |
| All | +129.7% | +127.3% | +2.3% | +81.1% |
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 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