+235.9%
ROIV vs TD
+175.1%
+60.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.4% | +2.9% | +2.1% |
| 7D | +0.6% | +0.3% | +0.3% | +0.5% |
| 30D | +1.0% | +0.4% | +0.6% | +0.7% |
| 3M | +18.3% | +7.6% | +10.6% | +14.4% |
| 6M | +18.3% | +25.0% | -6.7% | +7.4% |
| YTD | +61.0% | +31.0% | +30.0% | +43.4% |
| 1Y | +177.9% | +65.2% | +112.7% | +125.4% |
| 3Y | +199.1% | +122.5% | +76.6% | +115.0% |
| 5Y | +250.7% | +124.8% | +125.9% | +163.2% |
| All | +235.9% | +175.1% | +60.8% | +161.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling