+105.2%
TDF price history and return analytics
+345.0%
-239.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.1% | +4.8% | +4.2% |
| 7D | +6.3% | -4.2% | +10.4% | +10.0% |
| 30D | -0.5% | -5.8% | +5.3% | +4.5% |
| 3M | -11.4% | -5.2% | -6.1% | -7.4% |
| 6M | -12.7% | +0.1% | -12.8% | -13.1% |
| YTD | -12.2% | +8.2% | -20.4% | -18.3% |
| 1Y | -13.2% | +10.1% | -23.3% | -20.5% |
| 3Y | +25.7% | +69.7% | -44.0% | -21.1% |
| 5Y | -35.7% | +53.4% | -89.1% | -56.1% |
| 10Y | +33.7% | +219.2% | -185.6% | -53.7% |
| All | +105.2% | +345.0% | -239.8% | -49.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling