+35.9%
TDS price history and return analytics
+374.2%
-338.3%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +12.4% | +0.4% | +12.0% | +12.0% |
| 30D | +6.9% | +1.0% | +5.9% | +5.9% |
| 3M | -4.5% | +2.4% | -6.9% | -7.0% |
| 6M | -16.0% | +12.0% | -28.0% | -25.0% |
| YTD | -7.6% | +15.3% | -22.9% | -19.8% |
| 1Y | -3.8% | +22.6% | -26.4% | -21.2% |
| 3Y | +84.6% | +74.7% | +9.9% | +8.6% |
| 5Y | +113.8% | +66.1% | +47.7% | +28.4% |
| 10Y | +78.3% | +225.0% | -146.7% | -44.2% |
| All | +35.9% | +374.2% | -338.3% | -73.1% |
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