+1,202.4%
VUG vs TD
+1,687.1%
-484.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.3% | +1.5% |
| 7D | -1.1% | -3.1% | +2.0% | +0.6% |
| 30D | -7.0% | +6.7% | -13.7% | -10.0% |
| 3M | -3.7% | +3.1% | -6.8% | -5.3% |
| 6M | -1.6% | +17.6% | -19.3% | -9.8% |
| YTD | +5.1% | +34.8% | -29.6% | -10.3% |
| 1Y | +3.8% | +55.6% | -51.8% | -17.9% |
| 3Y | +79.9% | +133.1% | -53.2% | +13.8% |
| 5Y | +66.4% | +104.7% | -38.3% | +11.9% |
| 10Y | +405.3% | +303.6% | +101.7% | +131.9% |
| All | +1,202.4% | +1,687.1% | -484.7% | +234.4% |
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 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