+134.5%
CVE vs TD
+302.2%
-167.7%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | 0.0% |
| 7D | -16.1% | -1.7% | -14.4% | -14.9% |
| 30D | -10.4% | +8.2% | -18.6% | -18.5% |
| 3M | -2.4% | +1.7% | -4.1% | -5.7% |
| 6M | -4.4% | +14.2% | -18.7% | -20.3% |
| YTD | +64.9% | +32.8% | +32.2% | +13.4% |
| 1Y | +66.0% | +55.5% | +10.5% | -5.9% |
| 3Y | +57.7% | +129.6% | -72.0% | -46.7% |
| 5Y | +144.7% | +102.2% | +42.5% | -5.1% |
| All | +134.5% | +302.2% | -167.7% | -33.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling