-97.5%
TDIC vs VT
+13.0%
-110.5%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.6% | -3.3% | -8.0% |
| 7D | -13.2% | +0.4% | -13.6% | -15.0% |
| 30D | -10.7% | -2.6% | -8.1% | -4.9% |
| 3M | -44.5% | -3.2% | -41.2% | -39.6% |
| 6M | -95.1% | +0.9% | -96.1% | -97.8% |
| YTD | -93.5% | +11.3% | -104.8% | -97.5% |
| All | -97.5% | +13.0% | -110.5% | -99.1% |
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