+11.9%
TDAQ vs VT
+15.2%
-3.3%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | -1.1% |
| 7D | -4.6% | -0.3% | -4.3% | -4.2% |
| 30D | -8.2% | -1.4% | -6.8% | -6.5% |
| 3M | -4.5% | -1.4% | -3.1% | -2.8% |
| 6M | +2.7% | +5.5% | -2.8% | -2.5% |
| YTD | +11.6% | +12.8% | -1.2% | -1.9% |
| 1Y | +11.9% | +15.4% | -3.5% | -4.7% |
| All | +11.9% | +15.2% | -3.3% | -4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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