+1,065.3%
TDY price history and return analytics
+368.8%
+696.5%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.0% |
| 7D | -1.8% | -0.1% | -1.7% | -1.7% |
| 30D | -13.8% | -0.7% | -13.1% | -13.2% |
| 3M | -3.9% | +4.0% | -7.9% | -7.5% |
| 6M | -9.0% | +12.3% | -21.3% | -18.9% |
| YTD | +16.5% | +14.0% | +2.5% | +2.3% |
| 1Y | +9.3% | +20.3% | -11.0% | -9.1% |
| 3Y | +45.1% | +75.4% | -30.3% | -18.0% |
| 5Y | +35.0% | +66.0% | -31.0% | -19.5% |
| 10Y | +469.0% | +228.2% | +240.8% | +75.8% |
| All | +1,065.3% | +368.8% | +696.5% | +122.0% |
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 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