+29.4%
TDSPU vs VT
+88.1%
-58.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +1.0% | +0.4% | +0.6% | +0.8% |
| 30D | +0.3% | +1.0% | -0.7% | -0.2% |
| 3M | -0.9% | +2.4% | -3.3% | -2.2% |
| 6M | -2.8% | +12.0% | -14.8% | -8.5% |
| YTD | +4.8% | +15.3% | -10.5% | -3.0% |
| 1Y | +5.3% | +22.6% | -17.3% | -5.7% |
| 3Y | +60.9% | +74.7% | -13.8% | +17.3% |
| 5Y | +17.1% | +66.1% | -49.1% | -15.1% |
| All | +29.4% | +88.1% | -58.7% | -8.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling