-87.0%
TDUP price history and return analytics
+84.5%
-171.5%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | -1.2% |
| 7D | -4.0% | -1.1% | -2.9% | -2.1% |
| 30D | -15.3% | -1.0% | -14.3% | -13.6% |
| 3M | -47.4% | +3.2% | -50.5% | -50.2% |
| 6M | -32.4% | +12.5% | -44.9% | -45.2% |
| YTD | -59.2% | +14.1% | -73.2% | -67.2% |
| 1Y | -76.1% | +18.9% | -95.0% | -82.1% |
| 3Y | -25.0% | +74.1% | -99.1% | -71.6% |
| 5Y | -85.8% | +66.9% | -152.6% | -94.0% |
| All | -87.0% | +84.5% | -171.5% | -92.8% |
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