+46.4%
VTRS vs TD
+125.7%
-79.3%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.4% |
| 7D | -2.2% | -0.5% | -1.6% | -1.9% |
| 30D | +3.3% | -1.9% | +5.2% | +4.3% |
| 3M | +2.0% | +4.8% | -2.8% | -1.2% |
| 6M | +19.9% | +28.0% | -8.0% | +3.2% |
| YTD | +35.7% | +30.3% | +5.4% | +15.4% |
| 1Y | +68.1% | +59.8% | +8.3% | +26.8% |
| 3Y | +87.1% | +124.7% | -37.6% | +12.9% |
| All | +46.4% | +125.7% | -79.3% | -7.1% |
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