+294.4%
TD vs VO
+197.6%
+96.8%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +1.1% | +3.1% | -2.0% | -1.3% |
| 30D | +5.2% | +2.2% | +3.0% | +3.5% |
| 3M | +1.2% | -2.5% | +3.7% | +3.3% |
| 6M | +17.7% | +7.0% | +10.8% | +11.7% |
| YTD | +34.2% | +14.0% | +20.2% | +21.1% |
| 1Y | +55.4% | +15.6% | +39.8% | +38.6% |
| 3Y | +130.4% | +66.2% | +64.2% | +51.1% |
| 5Y | +101.8% | +36.6% | +65.2% | +54.1% |
| All | +294.4% | +197.6% | +96.8% | +54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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