-12.5%
TDG vs VG
+17.2%
-29.7%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | +0.2% |
| 7D | -2.7% | +7.0% | -9.7% | -2.1% |
| 30D | -9.3% | +17.2% | -26.5% | -7.9% |
| 3M | -7.1% | +16.8% | -23.8% | -5.1% |
| 6M | -11.2% | +36.3% | -47.5% | -9.5% |
| YTD | -15.3% | +127.9% | -143.2% | -15.8% |
| 1Y | -12.5% | +11.7% | -24.2% | -11.1% |
| All | -12.5% | +17.2% | -29.7% | -11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling