+310.3%
IVV vs TDG
+551.7%
-241.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.2% | -1.6% | -0.8% |
| 7D | +2.6% | +1.7% | +0.9% | +2.0% |
| 30D | -2.0% | +9.7% | -11.7% | -5.0% |
| 3M | -2.8% | -2.3% | -0.4% | -2.2% |
| 6M | +2.2% | +1.3% | +0.8% | +1.1% |
| YTD | +11.5% | -8.5% | +20.0% | +13.4% |
| 1Y | +13.5% | -8.1% | +21.6% | +15.2% |
| 3Y | +78.1% | +43.4% | +34.7% | +53.7% |
| 5Y | +73.1% | +127.8% | -54.7% | +26.4% |
| All | +310.3% | +551.7% | -241.3% | +123.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 TDG 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