-99.4%
TDTH vs VT
+38.2%
-137.6%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +0.9% |
| 7D | -6.5% | -2.3% | -4.2% | -4.0% |
| 30D | -36.3% | -5.0% | -31.3% | -32.6% |
| 3M | -73.4% | -4.9% | -68.5% | -71.9% |
| 6M | -67.0% | -1.5% | -65.5% | -65.6% |
| YTD | -92.8% | +8.5% | -101.3% | -92.9% |
| 1Y | -96.3% | +11.4% | -107.7% | -96.4% |
| All | -99.4% | +38.2% | -137.6% | -99.5% |
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