+337.3%
ROIV vs TD
+129.3%
+208.0%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.6% | +6.7% | +6.5% |
| 7D | +5.3% | -1.7% | +7.0% | +6.4% |
| 30D | +11.9% | +8.2% | +3.6% | +7.7% |
| 3M | +10.7% | +1.7% | +9.0% | +9.6% |
| 6M | +34.9% | +14.2% | +20.7% | +25.0% |
| YTD | +79.2% | +32.8% | +46.4% | +53.2% |
| 1Y | +89.0% | +55.5% | +33.5% | +49.0% |
| 3Y | +337.3% | +129.6% | +207.7% | +187.8% |
| All | +337.3% | +129.3% | +208.0% | +187.8% |
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