+168.6%
TDV vs VT
+122.2%
+46.5%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.2% | -0.2% |
| 7D | -3.7% | -2.3% | -1.4% | -1.1% |
| 30D | -3.2% | -5.0% | +1.8% | +2.5% |
| 3M | -3.7% | -4.9% | +1.2% | +1.9% |
| 6M | +0.7% | -1.5% | +2.2% | +2.7% |
| YTD | +14.9% | +8.5% | +6.4% | +5.2% |
| 1Y | +16.0% | +11.4% | +4.6% | +3.2% |
| 3Y | +63.7% | +70.1% | -6.4% | -7.5% |
| 5Y | +62.0% | +53.7% | +8.2% | +2.3% |
| All | +168.6% | +122.2% | +46.5% | +14.4% |
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