+95.1%
TDI vs VOO
+73.7%
+21.4%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.7% |
| 7D | +1.1% | +0.1% | +0.9% | +1.0% |
| 30D | +3.1% | +0.1% | +3.0% | +3.1% |
| 3M | +3.9% | +2.0% | +1.9% | +2.3% |
| 6M | +11.0% | +13.0% | -2.0% | +0.6% |
| YTD | +23.1% | +13.6% | +9.5% | +11.2% |
| 1Y | +35.0% | +20.1% | +14.9% | +17.2% |
| All | +95.1% | +73.7% | +21.4% | +24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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