+12,434.8%
TDG vs VIG
+610.7%
+11,824.1%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.6% |
| 7D | -2.7% | -2.2% | -0.4% | -0.1% |
| 30D | -9.3% | -3.2% | -6.1% | -5.8% |
| 3M | -7.1% | +3.0% | -10.1% | -10.1% |
| 6M | -11.2% | +8.1% | -19.3% | -18.5% |
| YTD | -15.3% | +9.1% | -24.3% | -23.1% |
| 1Y | -12.5% | +12.6% | -25.0% | -23.5% |
| 3Y | +51.2% | +55.4% | -4.2% | -8.6% |
| 5Y | +126.1% | +62.8% | +63.4% | +31.5% |
| 10Y | +536.2% | +246.6% | +289.7% | +71.6% |
| All | +12,434.8% | +610.7% | +11,824.1% | +1,456.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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