+103.9%
TDVI vs VT
+74.3%
+29.7%
-22.1%
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 | +0.3% | +0.4% | -0.1% | -0.2% |
| 30D | +1.2% | +1.0% | +0.3% | +0.1% |
| 3M | -6.4% | +2.4% | -8.8% | -8.8% |
| 6M | +18.0% | +12.0% | +6.0% | +3.5% |
| YTD | +20.1% | +15.3% | +4.8% | +1.8% |
| 1Y | +27.8% | +22.6% | +5.2% | +0.8% |
| 3Y | +97.8% | +74.7% | +23.1% | +5.8% |
| All | +103.9% | +74.3% | +29.7% | +8.7% |
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 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