+114.1%
TDG vs VCIT
+3.2%
+110.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.8% | +1.8% |
| 7D | +0.4% | +0.7% | -0.3% | -0.3% |
| 30D | +10.0% | +1.8% | +8.2% | +8.1% |
| 3M | -0.5% | -1.6% | +1.0% | +0.9% |
| 6M | +0.3% | -2.1% | +2.4% | +2.4% |
| YTD | -8.3% | -1.6% | -6.8% | -6.8% |
| 1Y | -5.1% | -0.8% | -4.3% | -4.2% |
| 3Y | +46.5% | +19.9% | +26.6% | +23.7% |
| 5Y | +114.1% | +3.3% | +110.8% | +63.1% |
| All | +114.1% | +3.2% | +110.9% | +63.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 5y: compounded portfolio wealth divided by compounded VCIT 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…
5y analysis · Full analysis span regression · 6 months rolling