+122.4%
TD price history and return analytics
+65.7%
+56.7%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.7% |
| 7D | -1.9% | -0.1% | -1.8% | -1.8% |
| 30D | -1.6% | -0.7% | -0.9% | -1.1% |
| 3M | +4.6% | +4.0% | +0.6% | +1.6% |
| 6M | +26.8% | +12.3% | +14.5% | +16.2% |
| YTD | +28.3% | +14.0% | +14.3% | +16.2% |
| 1Y | +60.4% | +20.3% | +40.1% | +39.6% |
| 3Y | +125.7% | +75.4% | +50.3% | +44.2% |
| 5Y | +122.4% | +66.0% | +56.4% | +46.3% |
| All | +122.4% | +65.7% | +56.7% | +46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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