+41.0%
CVS vs TD
+303.5%
-262.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.5% |
| 7D | -2.0% | -2.6% | +0.6% | -0.9% |
| 30D | +1.9% | -1.0% | +2.9% | +2.2% |
| 3M | -2.2% | +5.6% | -7.8% | -4.7% |
| 6M | +26.7% | +27.1% | -0.4% | +13.6% |
| YTD | +22.9% | +29.4% | -6.5% | +9.0% |
| 1Y | +32.9% | +60.7% | -27.8% | +6.9% |
| 3Y | +62.3% | +127.6% | -65.3% | +9.6% |
| 5Y | +34.2% | +125.4% | -91.2% | -10.3% |
| All | +41.0% | +303.5% | -262.5% | -23.6% |
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