-92.7%
TDUP price history and return analytics
+57.0%
-149.7%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.3% | +5.6% | +5.9% |
| 7D | +23.0% | +2.4% | +20.6% | +17.2% |
| 30D | -28.2% | -1.5% | -26.7% | -23.2% |
| 3M | -50.2% | -4.1% | -46.0% | -43.9% |
| 6M | -62.4% | +0.6% | -62.9% | -61.4% |
| YTD | -75.3% | +11.0% | -86.3% | -78.5% |
| 1Y | -78.8% | +13.3% | -92.2% | -82.4% |
| 3Y | -23.7% | +73.4% | -97.1% | -72.0% |
| All | -92.7% | +57.0% | -149.7% | -96.5% |
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