+11.3%
IVV vs TD
+55.9%
-44.6%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.2% |
| 7D | -0.6% | -0.7% | +0.1% | -0.2% |
| 30D | -3.7% | +7.6% | -11.3% | -6.1% |
| 3M | -2.7% | +3.0% | -5.7% | -3.7% |
| 6M | +2.2% | +16.8% | -14.6% | -4.6% |
| YTD | +10.9% | +34.3% | -23.4% | -3.6% |
| 1Y | +11.3% | +56.0% | -44.7% | -7.6% |
| All | +11.3% | +55.9% | -44.6% | -7.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling