+67.8%
VTV vs TD
+127.3%
-59.5%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.5% |
| 7D | -1.1% | -0.5% | -0.6% | -0.9% |
| 30D | -1.0% | -1.9% | +0.9% | -0.4% |
| 3M | +4.6% | +4.8% | -0.1% | +2.7% |
| 6M | +13.5% | +28.0% | -14.5% | +3.7% |
| YTD | +18.5% | +30.3% | -11.8% | +7.5% |
| 1Y | +22.9% | +59.8% | -36.9% | +3.6% |
| 3Y | +67.8% | +124.7% | -56.9% | +23.4% |
| All | +67.8% | +127.3% | -59.5% | +23.4% |
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