+12,981.4%
TDG vs VO
+548.1%
+12,433.3%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -0.9% |
| 7D | -0.9% | +0.6% | -1.5% | -1.5% |
| 30D | -6.5% | -1.1% | -5.5% | -5.5% |
| 3M | -5.1% | +4.5% | -9.6% | -9.0% |
| 6M | -11.5% | +11.1% | -22.6% | -20.0% |
| YTD | -13.9% | +13.5% | -27.4% | -23.9% |
| 1Y | -11.5% | +14.5% | -25.9% | -22.5% |
| 3Y | +53.7% | +58.1% | -4.5% | -2.3% |
| 5Y | +135.5% | +43.3% | +92.2% | +66.0% |
| 10Y | +535.2% | +193.2% | +342.0% | +145.2% |
| All | +12,981.4% | +548.1% | +12,433.3% | +2,374.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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