-36.7%
TDF price history and return analytics
+53.4%
-90.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.9% | -0.8% |
| 7D | +4.8% | -2.3% | +7.1% | +6.6% |
| 30D | -0.6% | -5.0% | +4.3% | +3.3% |
| 3M | -12.1% | -4.9% | -7.2% | -8.7% |
| 6M | -15.2% | -1.5% | -13.7% | -14.5% |
| YTD | -12.7% | +8.5% | -21.2% | -18.6% |
| 1Y | -14.7% | +11.4% | -26.1% | -22.1% |
| 3Y | +24.6% | +70.1% | -45.5% | -20.0% |
| All | -36.7% | +53.4% | -90.1% | -56.8% |
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