-8.8%
TDG vs VG
-38.0%
+29.2%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.1% | -3.6% | -1.4% |
| 7D | -0.9% | -2.5% | +1.6% | -0.9% |
| 30D | -6.5% | +11.1% | -17.6% | -6.4% |
| 3M | -5.1% | +14.9% | -19.9% | -4.9% |
| 6M | -11.5% | +18.4% | -29.9% | -12.0% |
| YTD | -13.9% | +116.6% | -130.5% | -17.8% |
| 1Y | -11.5% | +9.4% | -20.8% | -12.2% |
| All | -8.8% | -38.0% | +29.2% | -14.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling