+708.4%
TD price history and return analytics
+357.8%
+350.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.2% |
| 7D | +0.6% | +2.9% | -2.3% | -2.0% |
| 30D | +5.0% | -2.5% | +7.5% | +7.4% |
| 3M | +1.1% | -3.3% | +4.4% | +4.2% |
| 6M | +16.5% | +1.5% | +14.9% | +14.6% |
| YTD | +34.3% | +11.4% | +22.9% | +21.4% |
| 1Y | +52.9% | +11.9% | +41.0% | +37.6% |
| 3Y | +132.2% | +73.9% | +58.3% | +37.4% |
| 5Y | +101.9% | +57.9% | +44.0% | +29.7% |
| 10Y | +302.0% | +222.6% | +79.4% | +33.3% |
| All | +708.4% | +357.8% | +350.6% | +102.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling