+209.8%
RSP vs TD
+295.5%
-85.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.2% | -0.3% |
| 7D | -1.8% | -1.9% | +0.1% | -0.7% |
| 30D | -2.5% | -1.6% | -0.9% | -1.7% |
| 3M | +3.0% | +4.6% | -1.6% | -0.2% |
| 6M | +8.9% | +26.8% | -17.9% | -6.4% |
| YTD | +13.0% | +28.3% | -15.4% | -3.8% |
| 1Y | +16.2% | +60.4% | -44.2% | -14.0% |
| 3Y | +52.7% | +125.7% | -73.0% | -10.6% |
| 5Y | +50.5% | +122.4% | -71.9% | -12.5% |
| 10Y | +209.8% | +297.1% | -87.3% | +23.8% |
| All | +209.8% | +295.5% | -85.7% | +23.8% |
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 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