-14.3%
TDS vs VT
+10.5%
-24.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.3% | +1.4% |
| 7D | -4.2% | -2.3% | -1.9% | -2.4% |
| 30D | -7.0% | -5.0% | -2.1% | -4.1% |
| 3M | -8.6% | -4.9% | -3.7% | -5.8% |
| 6M | -27.6% | -1.5% | -26.1% | -26.7% |
| YTD | -19.6% | +8.5% | -28.1% | -24.8% |
| 1Y | -14.3% | +11.4% | -25.6% | -22.3% |
| All | -14.3% | +10.5% | -24.8% | -22.3% |
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