-6.5%
TDC price history and return analytics
+222.7%
-229.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +1.1% |
| 7D | -1.4% | -0.1% | -1.3% | -1.3% |
| 30D | +0.6% | -0.7% | +1.3% | +1.3% |
| 3M | -16.8% | +4.0% | -20.8% | -20.6% |
| 6M | -2.4% | +12.3% | -14.7% | -14.7% |
| YTD | -8.5% | +14.0% | -22.5% | -21.1% |
| 1Y | +32.3% | +20.3% | +12.0% | +7.8% |
| 3Y | -36.8% | +75.4% | -112.3% | -65.5% |
| 5Y | -50.6% | +66.0% | -116.5% | -71.2% |
| 10Y | -6.5% | +228.2% | -234.7% | -75.9% |
| All | -6.5% | +222.7% | -229.1% | -75.9% |
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