+77.3%
TDI vs VT
+61.2%
+16.1%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -4.1% | -0.2% | -0.1% |
| 7D | -5.3% | -4.2% | -1.1% | -1.0% |
| 30D | -8.5% | -5.8% | -2.7% | -2.7% |
| 3M | -6.3% | -5.2% | -1.1% | -1.0% |
| 6M | -2.7% | +0.1% | -2.9% | -2.5% |
| YTD | +11.8% | +8.2% | +3.6% | +4.2% |
| 1Y | +17.3% | +10.1% | +7.2% | +7.7% |
| All | +77.3% | +61.2% | +16.1% | +13.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling