+53.7%
TDG vs ROIV
+253.6%
-200.0%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +18.8% | -20.2% | -3.3% |
| 7D | -0.9% | +20.2% | -21.1% | -2.9% |
| 30D | -6.5% | +14.1% | -20.7% | -7.9% |
| 3M | -5.1% | +45.6% | -50.7% | -9.1% |
| 6M | -11.5% | +44.1% | -55.7% | -15.4% |
| YTD | -13.9% | +91.2% | -105.0% | -20.4% |
| 1Y | -11.5% | +221.3% | -232.8% | -23.3% |
| 3Y | +53.7% | +229.2% | -175.6% | +29.7% |
| All | +53.7% | +253.6% | -200.0% | +29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 3y: compounded portfolio wealth divided by compounded ROIV 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…
3y analysis · Full analysis span regression · 6 months rolling