-98.4%
TDTH vs VT
+46.9%
-145.3%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.7% | +2.7% |
| 7D | -0.3% | +0.4% | -0.7% | -0.6% |
| 30D | -22.9% | +1.0% | -23.8% | -23.6% |
| 3M | -40.2% | +2.4% | -42.6% | -40.9% |
| 6M | -70.0% | +12.0% | -82.0% | -72.2% |
| YTD | -79.0% | +15.3% | -94.3% | -80.7% |
| 1Y | -90.2% | +22.6% | -112.8% | -91.2% |
| All | -98.4% | +46.9% | -145.3% | -98.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling