+294.5%
TD vs VO
+197.6%
+96.9%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | +0.3% |
| 7D | +0.6% | +2.9% | -2.4% | -1.7% |
| 30D | +5.0% | +1.0% | +4.0% | +4.2% |
| 3M | +1.1% | -1.7% | +2.8% | +2.6% |
| 6M | +16.5% | +6.7% | +9.8% | +10.7% |
| YTD | +34.3% | +14.0% | +20.3% | +21.1% |
| 1Y | +52.9% | +13.7% | +39.2% | +38.1% |
| 3Y | +132.2% | +65.8% | +66.4% | +52.6% |
| 5Y | +101.9% | +36.6% | +65.3% | +54.1% |
| All | +294.5% | +197.6% | +96.9% | +54.1% |
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