+78.4%
V vs TD
+134.4%
-56.1%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.6% | -0.5% |
| 7D | -0.8% | -0.6% | -0.1% | -0.6% |
| 30D | +9.5% | +7.9% | +1.6% | +7.4% |
| 3M | +16.7% | +3.1% | +13.5% | +15.7% |
| 6M | +32.9% | +17.2% | +15.8% | +26.5% |
| YTD | +21.1% | +34.7% | -13.7% | +9.8% |
| 1Y | +26.6% | +56.9% | -30.3% | +9.4% |
| 3Y | +78.4% | +134.7% | -56.4% | +37.5% |
| All | +78.4% | +134.4% | -56.1% | +37.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling