+6,499.6%
TDG vs VCIT
+96.1%
+6,403.5%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +1.0% |
| 7D | +1.4% | +0.1% | +1.3% | +1.4% |
| 30D | +10.6% | +1.1% | +9.5% | +9.7% |
| 3M | +0.2% | -1.4% | +1.5% | +1.1% |
| 6M | +0.9% | -2.3% | +3.2% | +2.6% |
| YTD | -7.8% | -1.8% | -6.0% | -6.5% |
| 1Y | -4.9% | -1.0% | -3.9% | -4.1% |
| 3Y | +44.5% | +19.3% | +25.2% | +27.8% |
| 5Y | +117.7% | +3.8% | +113.9% | +107.3% |
| 10Y | +565.8% | +30.6% | +535.3% | +537.0% |
| All | +6,499.6% | +96.1% | +6,403.5% | +8,416.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling