-72.0%
TTD vs IVZ
+30.5%
-102.5%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.2% | -1.3% | +1.5% |
| 7D | +3.7% | +2.6% | +1.0% | +2.8% |
| 30D | +10.4% | -3.5% | +13.9% | +11.4% |
| 3M | -31.6% | -7.4% | -24.2% | -30.2% |
| 6M | -45.1% | +14.7% | -59.8% | -47.7% |
| YTD | -65.1% | +14.6% | -79.8% | -66.6% |
| 1Y | -72.0% | +30.7% | -102.7% | -75.4% |
| All | -72.0% | +30.5% | -102.5% | -75.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 1y: compounded portfolio wealth divided by compounded IVZ 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…
1y analysis · Full analysis span regression · 6 months rolling