+284.5%
ROIV vs TD
+182.0%
+102.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.4% | -4.1% | -4.3% |
| 7D | +9.2% | +0.6% | +8.6% | +8.9% |
| 30D | +19.9% | +5.0% | +15.0% | +17.7% |
| 3M | +10.6% | +1.1% | +9.5% | +10.0% |
| 6M | +36.1% | +16.5% | +19.6% | +27.3% |
| YTD | +84.3% | +34.3% | +50.0% | +62.5% |
| 1Y | +87.6% | +52.9% | +34.7% | +56.9% |
| 3Y | +353.9% | +132.2% | +221.7% | +221.4% |
| 5Y | +376.1% | +101.9% | +274.2% | +253.8% |
| All | +284.5% | +182.0% | +102.6% | +196.4% |
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