-8.1%
TDG vs VLTO
+21.9%
-30.0%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.6% | +0.5% | +0.9% |
| 7D | +1.7% | +1.0% | +0.7% | +1.3% |
| 30D | +9.7% | +17.5% | -7.8% | +3.0% |
| 3M | -2.3% | +21.4% | -23.7% | -9.6% |
| 6M | +1.3% | +38.1% | -36.8% | -12.0% |
| YTD | -8.5% | +19.0% | -27.5% | -13.0% |
| 1Y | -8.1% | +20.7% | -28.8% | -13.1% |
| All | -8.1% | +21.9% | -30.0% | -13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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