+484.0%
V vs TD
+300.0%
+184.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +0.9% | +1.1% | -0.2% | +0.3% |
| 30D | +9.0% | +5.2% | +3.8% | +5.8% |
| 3M | +16.7% | +1.2% | +15.5% | +15.6% |
| 6M | +33.4% | +17.7% | +15.7% | +20.2% |
| YTD | +22.4% | +34.2% | -11.9% | +1.5% |
| 1Y | +27.7% | +55.4% | -27.7% | -3.2% |
| 3Y | +78.0% | +130.4% | -52.4% | +3.9% |
| 5Y | +108.5% | +101.8% | +6.7% | +31.1% |
| All | +484.0% | +300.0% | +184.0% | +114.8% |
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