+303.8%
TD vs VO
+200.3%
+103.6%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.1% |
| 7D | -0.5% | -1.5% | +1.0% | +0.7% |
| 30D | -1.9% | -3.0% | +1.1% | +0.5% |
| 3M | +4.8% | +2.8% | +1.9% | +2.4% |
| 6M | +28.0% | +10.9% | +17.1% | +18.0% |
| YTD | +30.3% | +12.5% | +17.8% | +18.7% |
| 1Y | +59.8% | +12.0% | +47.8% | +46.0% |
| 3Y | +124.7% | +56.3% | +68.4% | +54.9% |
| 5Y | +127.0% | +42.9% | +84.0% | +66.1% |
| All | +303.8% | +200.3% | +103.6% | +59.3% |
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