+103.4%
TDVI price history and return analytics
+72.3%
+31.1%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.2% | +0.3% |
| 7D | +1.0% | -0.1% | +1.1% | +1.1% |
| 30D | -0.6% | -0.7% | 0.0% | +0.2% |
| 3M | -0.4% | +4.0% | -4.4% | -4.8% |
| 6M | +19.0% | +12.3% | +6.8% | +4.1% |
| YTD | +19.8% | +14.0% | +5.8% | +2.9% |
| 1Y | +24.2% | +20.3% | +3.9% | +0.2% |
| 3Y | +101.0% | +75.4% | +25.6% | +7.0% |
| All | +103.4% | +72.3% | +31.1% | +9.9% |
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