-97.5%
TDIC vs VT
+11.9%
-109.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.8% | -1.2% |
| 7D | -5.3% | +2.4% | -7.6% | -11.7% |
| 30D | -36.8% | -1.5% | -35.3% | -34.3% |
| 3M | -46.3% | -4.1% | -42.1% | -39.6% |
| 6M | -99.8% | +0.6% | -100.3% | -99.9% |
| YTD | -93.8% | +11.0% | -104.8% | -97.6% |
| 1Y | -97.5% | +13.3% | -110.9% | -99.2% |
| All | -97.5% | +11.9% | -109.5% | -99.2% |
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