-94.6%
TDW price history and return analytics
+371.8%
-466.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -1.8% |
| 7D | -4.3% | +1.0% | -5.3% | -5.4% |
| 30D | +11.1% | -0.2% | +11.3% | +11.2% |
| 3M | +23.8% | +4.5% | +19.2% | +17.2% |
| 6M | +18.3% | +14.1% | +4.2% | +0.8% |
| YTD | +82.1% | +14.8% | +67.4% | +53.9% |
| 1Y | +55.7% | +21.2% | +34.6% | +23.5% |
| 3Y | +33.3% | +76.6% | -43.3% | -29.9% |
| 5Y | +738.7% | +66.6% | +672.1% | +362.0% |
| 10Y | -20.7% | +222.3% | -242.9% | -78.3% |
| All | -94.6% | +371.8% | -466.4% | -99.1% |
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