+303.8%
TD vs TRU
+147.2%
+156.7%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.3% | +0.4% |
| 7D | -0.5% | -2.7% | +2.2% | +0.2% |
| 30D | -1.9% | -2.0% | +0.1% | -1.5% |
| 3M | +4.8% | +18.4% | -13.7% | -0.8% |
| 6M | +28.0% | +8.9% | +19.1% | +23.5% |
| YTD | +30.3% | -8.9% | +39.2% | +31.2% |
| 1Y | +59.8% | -15.9% | +75.6% | +63.8% |
| 3Y | +124.7% | -1.1% | +125.8% | +108.0% |
| 5Y | +127.0% | -35.2% | +162.1% | +139.6% |
| All | +303.8% | +147.2% | +156.7% | +209.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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