+537.0%
TDG vs VEU
+155.0%
+382.0%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.0% | +0.1% | 0.0% |
| 7D | -1.9% | -1.4% | -0.4% | -0.3% |
| 30D | -7.7% | -0.4% | -7.3% | -7.3% |
| 3M | -9.3% | +2.5% | -11.9% | -12.3% |
| 6M | -9.4% | +11.1% | -20.5% | -20.5% |
| YTD | -14.3% | +16.5% | -30.8% | -29.2% |
| 1Y | -11.8% | +22.9% | -34.7% | -31.9% |
| 3Y | +52.0% | +73.4% | -21.4% | -24.6% |
| 5Y | +128.8% | +56.1% | +72.7% | +30.8% |
| All | +537.0% | +155.0% | +382.0% | +108.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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