+75.4%
IVV vs TD
+129.3%
-53.9%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.5% |
| 7D | -2.7% | -1.7% | -1.0% | -2.0% |
| 30D | -5.4% | +8.2% | -13.6% | -7.9% |
| 3M | -4.1% | +1.7% | -5.8% | -4.7% |
| 6M | +0.7% | +14.2% | -13.5% | -4.2% |
| YTD | +8.7% | +32.8% | -24.0% | -2.3% |
| 1Y | +11.0% | +55.5% | -44.5% | -5.6% |
| 3Y | +75.4% | +129.6% | -54.2% | +29.9% |
| All | +75.4% | +129.3% | -53.9% | +29.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling