+77.5%
TDI price history and return analytics
+61.5%
+15.9%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | -0.1% |
| 7D | -3.6% | -2.3% | -1.2% | -1.2% |
| 30D | -7.3% | -5.0% | -2.4% | -2.4% |
| 3M | -6.0% | -4.9% | -1.1% | -1.0% |
| 6M | -5.2% | -1.5% | -3.6% | -3.4% |
| YTD | +11.9% | +8.5% | +3.5% | +4.1% |
| 1Y | +18.2% | +11.4% | +6.8% | +7.3% |
| All | +77.5% | +61.5% | +15.9% | +13.3% |
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