+50.2%
TDG vs VSH
+33.8%
+16.4%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.1% | +0.2% |
| 7D | -2.7% | +3.1% | -5.8% | -3.0% |
| 30D | -9.3% | -5.7% | -3.6% | -8.8% |
| 3M | -7.1% | -42.5% | +35.4% | -1.8% |
| 6M | -11.2% | +82.7% | -93.8% | -21.6% |
| YTD | -15.3% | +118.2% | -133.5% | -27.5% |
| 1Y | -12.5% | +109.7% | -122.1% | -25.0% |
| All | +50.2% | +33.8% | +16.4% | +38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 3y: compounded portfolio wealth divided by compounded VSH 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…
3y analysis · Full analysis span regression · 6 months rolling