+303.8%
TD vs ITOT
+303.4%
+0.4%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | 0.0% |
| 7D | -0.5% | -0.9% | +0.4% | +0.2% |
| 30D | -1.9% | -1.5% | -0.4% | -0.7% |
| 3M | +4.8% | +3.6% | +1.2% | +1.8% |
| 6M | +28.0% | +13.7% | +14.3% | +15.5% |
| YTD | +30.3% | +12.9% | +17.4% | +18.2% |
| 1Y | +59.8% | +17.2% | +42.6% | +40.7% |
| 3Y | +124.7% | +75.6% | +49.1% | +39.0% |
| 5Y | +127.0% | +75.5% | +51.5% | +38.8% |
| All | +303.8% | +303.4% | +0.4% | +19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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