+82.6%
TDI vs VOO
+70.1%
+12.5%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.3% | +0.5% | +0.9% |
| 7D | -0.5% | +0.1% | -0.6% | -0.6% |
| 30D | -4.0% | -3.3% | -0.6% | -1.1% |
| 3M | -4.2% | -2.4% | -1.8% | -2.1% |
| 6M | -1.8% | +2.6% | -4.4% | -3.7% |
| YTD | +15.2% | +11.3% | +3.9% | +5.9% |
| 1Y | +21.7% | +13.4% | +8.2% | +10.4% |
| All | +82.6% | +70.1% | +12.5% | +18.4% |
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