+3,297.7%
V vs TD
+712.6%
+2,585.2%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.6% | -0.6% |
| 7D | -0.4% | +0.6% | -0.9% | -0.7% |
| 30D | +6.3% | +5.0% | +1.4% | +3.3% |
| 3M | +17.2% | +1.1% | +16.1% | +16.1% |
| 6M | +29.2% | +16.5% | +12.8% | +17.1% |
| YTD | +20.8% | +34.3% | -13.5% | 0.0% |
| 1Y | +25.0% | +52.9% | -27.9% | -4.4% |
| 3Y | +75.3% | +132.2% | -56.9% | +2.0% |
| 5Y | +105.8% | +101.9% | +4.0% | +28.9% |
| 10Y | +451.9% | +302.0% | +149.9% | +119.4% |
| All | +3,297.7% | +712.6% | +2,585.2% | +747.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling