+122.0%
TDS price history and return analytics
+65.7%
+56.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.3% |
| 7D | +5.6% | -0.1% | +5.8% | +5.8% |
| 30D | +12.4% | -0.7% | +13.1% | +13.0% |
| 3M | -3.6% | +4.0% | -7.6% | -6.3% |
| 6M | -15.4% | +12.3% | -27.7% | -22.3% |
| YTD | -7.4% | +14.0% | -21.4% | -16.0% |
| 1Y | -1.3% | +20.3% | -21.6% | -13.9% |
| 3Y | +117.7% | +75.4% | +42.3% | +49.7% |
| 5Y | +122.0% | +66.0% | +56.1% | +60.0% |
| All | +122.0% | +65.7% | +56.4% | +60.0% |
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