+118.0%
TDVG price history and return analytics
+117.1%
+0.9%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.6% |
| 7D | +0.8% | -0.1% | +1.0% | +0.9% |
| 30D | +3.8% | -3.1% | +6.9% | +6.3% |
| 3M | +1.4% | -3.5% | +4.9% | +4.1% |
| 6M | +9.6% | +0.5% | +9.1% | +8.8% |
| YTD | +14.7% | +10.8% | +3.9% | +5.0% |
| 1Y | +16.6% | +11.9% | +4.7% | +5.8% |
| 3Y | +61.0% | +73.0% | -12.0% | +1.4% |
| 5Y | +58.4% | +58.6% | -0.2% | +6.7% |
| All | +118.0% | +117.1% | +0.9% | +10.9% |
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