+85.8%
TDS price history and return analytics
+222.7%
-136.8%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.5% |
| 7D | +5.6% | -0.1% | +5.8% | +5.8% |
| 30D | +12.4% | -0.7% | +13.1% | +13.2% |
| 3M | -3.6% | +4.0% | -7.6% | -7.1% |
| 6M | -15.4% | +12.3% | -27.7% | -24.1% |
| YTD | -7.4% | +14.0% | -21.4% | -18.2% |
| 1Y | -1.3% | +20.3% | -21.6% | -17.0% |
| 3Y | +117.7% | +75.4% | +42.3% | +31.2% |
| 5Y | +122.0% | +66.0% | +56.1% | +38.8% |
| 10Y | +85.8% | +228.2% | -142.3% | -45.8% |
| All | +85.8% | +222.7% | -136.8% | -45.8% |
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