+74.5%
TDG vs VLTO
+56.3%
+18.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | +1.4% | +1.6% | -0.2% | +0.8% |
| 30D | +10.6% | +22.0% | -11.3% | +1.7% |
| 3M | +0.2% | +21.9% | -21.7% | -7.9% |
| 6M | +0.9% | +36.5% | -35.6% | -12.0% |
| YTD | -7.8% | +19.0% | -26.8% | -14.6% |
| 1Y | -4.9% | +21.0% | -25.9% | -12.6% |
| 3Y | +44.5% | +69.9% | -25.4% | +24.9% |
| All | +74.5% | +56.3% | +18.2% | +50.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling