+113.5%
TDG vs VT
+53.4%
+60.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.4% | +0.4% |
| 7D | +4.4% | -2.3% | +6.7% | +6.8% |
| 30D | +9.2% | -5.0% | +14.2% | +14.9% |
| 3M | -5.2% | -4.9% | -0.3% | -0.3% |
| 6M | -2.9% | -1.5% | -1.4% | -1.9% |
| YTD | -10.0% | +8.5% | -18.5% | -18.0% |
| 1Y | -5.9% | +11.4% | -17.2% | -16.8% |
| 3Y | +57.6% | +70.1% | -12.5% | -15.8% |
| All | +113.5% | +53.4% | +60.1% | +34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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