+58.7%
TDS price history and return analytics
+222.7%
-164.0%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -2.8% |
| 7D | -5.0% | +2.9% | -7.9% | -7.4% |
| 30D | -11.5% | -2.5% | -9.0% | -9.4% |
| 3M | -7.3% | -3.3% | -3.9% | -4.3% |
| 6M | -28.0% | +1.5% | -29.5% | -29.2% |
| YTD | -24.8% | +11.4% | -36.2% | -32.2% |
| 1Y | -22.3% | +11.9% | -34.2% | -30.2% |
| 3Y | +77.4% | +73.9% | +3.5% | +7.8% |
| 5Y | +77.9% | +57.9% | +20.0% | +17.0% |
| All | +58.7% | +222.7% | -164.0% | -54.2% |
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