+90.8%
TDS vs VT
+53.4%
+37.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -3.6% |
| 3M | -8.6% | -4.9% | -3.7% | -5.3% |
| 6M | -27.6% | -1.5% | -26.1% | -27.0% |
| YTD | -19.6% | +8.5% | -28.1% | -24.4% |
| 1Y | -14.3% | +11.4% | -25.6% | -20.9% |
| 3Y | +86.4% | +70.1% | +16.4% | +32.1% |
| All | +90.8% | +53.4% | +37.3% | +46.8% |
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