+32.8%
TDF price history and return analytics
+217.6%
-184.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | -0.2% |
| 7D | +3.5% | -0.1% | +3.7% | +3.5% |
| 30D | -2.9% | -3.1% | +0.2% | -0.8% |
| 3M | -14.3% | -3.5% | -10.9% | -12.2% |
| 6M | -15.6% | +0.5% | -16.0% | -16.1% |
| YTD | -13.1% | +10.8% | -23.9% | -19.8% |
| 1Y | -15.3% | +11.9% | -27.2% | -22.4% |
| 3Y | +26.6% | +73.0% | -46.3% | -16.6% |
| 5Y | -36.8% | +58.6% | -95.5% | -55.8% |
| 10Y | +32.8% | +219.2% | -186.4% | -39.8% |
| All | +32.8% | +217.6% | -184.8% | -39.8% |
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 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