+15.1%
TDAQ price history and return analytics
+16.0%
-0.9%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.7% | +1.7% |
| 7D | -4.7% | -2.3% | -2.4% | -1.7% |
| 30D | -13.3% | -5.0% | -8.4% | -7.4% |
| 3M | -7.9% | -4.9% | -3.0% | -1.7% |
| 6M | -5.9% | -1.5% | -4.3% | -3.2% |
| YTD | +5.7% | +8.5% | -2.8% | -2.7% |
| 1Y | +7.5% | +11.4% | -3.8% | -4.5% |
| All | +15.1% | +16.0% | -0.9% | -0.5% |
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