-35.8%
TDC price history and return analytics
+57.4%
-93.2%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.6% | -1.0% | -1.5% |
| 7D | -3.8% | +0.4% | -4.2% | -4.2% |
| 30D | +5.7% | -2.6% | +8.3% | +9.1% |
| 3M | +18.0% | -3.2% | +21.2% | +22.6% |
| 6M | +2.3% | +0.9% | +1.4% | +0.6% |
| YTD | +6.2% | +11.3% | -5.1% | -7.6% |
| 1Y | +17.1% | +14.0% | +3.1% | -1.2% |
| 3Y | -30.0% | +75.8% | -105.8% | -64.9% |
| 5Y | -35.8% | +57.8% | -93.7% | -61.8% |
| All | -35.8% | +57.4% | -93.2% | -61.8% |
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