+15.4%
TDSPU price history and return analytics
+64.2%
-48.8%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.5% |
| 7D | -2.5% | -2.0% | -0.5% | -1.5% |
| 30D | -1.9% | -1.4% | -0.5% | -1.2% |
| 3M | +1.1% | +4.7% | -3.6% | -1.4% |
| 6M | -3.3% | +11.4% | -14.7% | -8.9% |
| YTD | +2.4% | +13.1% | -10.7% | -4.4% |
| 1Y | -5.8% | +19.0% | -24.9% | -14.6% |
| 3Y | +61.0% | +73.9% | -12.9% | +16.2% |
| All | +15.4% | +64.2% | -48.8% | -16.4% |
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