+537.0%
TDG vs VOO
+325.3%
+211.7%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.3% | +0.2% |
| 7D | -1.9% | -0.8% | -1.1% | -1.0% |
| 30D | -7.7% | -1.1% | -6.6% | -6.6% |
| 3M | -9.3% | +3.9% | -13.2% | -13.3% |
| 6M | -9.4% | +13.6% | -23.0% | -21.7% |
| YTD | -14.3% | +12.7% | -27.0% | -25.3% |
| 1Y | -11.8% | +17.6% | -29.4% | -27.1% |
| 3Y | +52.0% | +77.3% | -25.3% | -23.5% |
| 5Y | +128.8% | +84.1% | +44.7% | +10.4% |
| All | +537.0% | +325.3% | +211.7% | +23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling