+19.9%
TDC price history and return analytics
+221.8%
-201.9%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +2.2% |
| 7D | +9.5% | +2.4% | +7.1% | +6.6% |
| 30D | +16.5% | -1.5% | +18.0% | +18.4% |
| 3M | +26.0% | -4.1% | +30.1% | +31.7% |
| 6M | +6.5% | +0.6% | +5.9% | +5.3% |
| YTD | +14.4% | +11.0% | +3.3% | +1.4% |
| 1Y | +29.0% | +13.3% | +15.7% | +11.8% |
| 3Y | -25.2% | +73.4% | -98.5% | -58.6% |
| 5Y | -28.4% | +57.4% | -85.8% | -55.7% |
| All | +19.9% | +221.8% | -201.9% | -69.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling