+300.7%
TD vs DOC
+15.7%
+285.0%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.8% |
| 7D | -1.7% | +6.5% | -8.2% | -3.8% |
| 30D | +8.2% | +9.2% | -0.9% | +4.9% |
| 3M | +1.7% | -2.5% | +4.2% | +2.4% |
| 6M | +14.2% | +7.1% | +7.2% | +11.0% |
| YTD | +32.8% | +33.0% | -0.2% | +18.6% |
| 1Y | +55.5% | +23.3% | +32.2% | +42.5% |
| 3Y | +129.6% | +44.9% | +84.7% | +93.0% |
| 5Y | +102.2% | -21.6% | +123.8% | +112.4% |
| All | +300.7% | +15.7% | +285.0% | +261.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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