+83.1%
IVV vs TD
+124.9%
-41.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +0.9% | +0.2% |
| 7D | +0.1% | +0.3% | -0.2% | 0.0% |
| 30D | +0.1% | +0.4% | -0.3% | -0.2% |
| 3M | +2.0% | +7.6% | -5.6% | -1.7% |
| 6M | +13.0% | +25.0% | -12.0% | +1.3% |
| YTD | +13.6% | +31.0% | -17.4% | -0.6% |
| 1Y | +20.1% | +65.2% | -45.1% | -6.0% |
| 3Y | +77.6% | +122.5% | -44.9% | +18.5% |
| All | +83.1% | +124.9% | -41.9% | +20.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling