+374.9%
V vs TD
+303.5%
+71.4%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.9% | -0.5% |
| 7D | -3.0% | -2.6% | -0.5% | -1.6% |
| 30D | +1.2% | -1.0% | +2.2% | +1.6% |
| 3M | +13.9% | +5.6% | +8.3% | +9.7% |
| 6M | +17.2% | +27.1% | -9.8% | +0.8% |
| YTD | +5.3% | +29.4% | -24.1% | -10.6% |
| 1Y | +9.5% | +60.7% | -51.2% | -18.6% |
| 3Y | +51.9% | +127.6% | -75.7% | -10.8% |
| 5Y | +69.6% | +125.4% | -55.8% | -1.2% |
| All | +374.9% | +303.5% | +71.4% | +97.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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