+173.5%
TDV price history and return analytics
+135.0%
+38.4%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.5% |
| 7D | 0.0% | +1.0% | -1.0% | -1.1% |
| 30D | -3.2% | -0.2% | -2.9% | -2.9% |
| 3M | -0.6% | +4.5% | -5.2% | -5.3% |
| 6M | +17.0% | +14.1% | +2.9% | +1.2% |
| YTD | +17.0% | +14.8% | +2.2% | +0.5% |
| 1Y | +19.6% | +21.2% | -1.6% | -3.2% |
| 3Y | +60.9% | +76.6% | -15.7% | -12.9% |
| 5Y | +73.2% | +66.6% | +6.6% | +0.1% |
| All | +173.5% | +135.0% | +38.4% | +9.3% |
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