+467.2%
TDY price history and return analytics
+229.8%
+237.4%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | +0.3% |
| 7D | -1.1% | -1.1% | 0.0% | +0.1% |
| 30D | -12.0% | -1.0% | -11.1% | -11.1% |
| 3M | -3.2% | +3.2% | -6.4% | -6.3% |
| 6M | -7.9% | +12.5% | -20.4% | -18.7% |
| YTD | +18.2% | +14.1% | +4.2% | +2.9% |
| 1Y | +6.7% | +18.9% | -12.3% | -11.2% |
| 3Y | +47.5% | +74.1% | -26.5% | -19.3% |
| 5Y | +39.5% | +66.9% | -27.4% | -20.2% |
| All | +467.2% | +229.8% | +237.4% | +42.0% |
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