-15.1%
TDW price history and return analytics
+229.8%
-244.9%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | 0.0% |
| 7D | -1.4% | -1.1% | -0.3% | -0.1% |
| 30D | +1.5% | -1.0% | +2.5% | +2.5% |
| 3M | +25.3% | +3.2% | +22.1% | +20.4% |
| 6M | +21.5% | +12.5% | +9.0% | +4.6% |
| YTD | +84.1% | +14.1% | +70.0% | +55.6% |
| 1Y | +56.3% | +18.9% | +37.4% | +25.5% |
| 3Y | +31.8% | +74.1% | -42.3% | -31.4% |
| 5Y | +733.8% | +66.9% | +667.0% | +348.3% |
| All | -15.1% | +229.8% | -244.9% | -81.3% |
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 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