+303.6%
TD vs RRC
+72.2%
+231.4%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | +0.2% |
| 7D | -3.1% | -0.5% | -2.6% | -3.0% |
| 30D | +6.7% | +25.2% | -18.5% | +3.7% |
| 3M | +3.1% | +27.8% | -24.7% | -0.1% |
| 6M | +17.6% | +27.2% | -9.6% | +13.8% |
| YTD | +34.8% | +48.2% | -13.4% | +27.5% |
| 1Y | +55.6% | +34.7% | +20.9% | +48.8% |
| 3Y | +133.1% | +62.2% | +70.9% | +114.9% |
| 5Y | +104.7% | +130.9% | -26.2% | +76.1% |
| 10Y | +303.6% | +73.4% | +230.1% | +191.5% |
| All | +303.6% | +72.2% | +231.4% | +191.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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