+8,936.7%
TDG vs VT
+368.9%
+8,567.8%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | +0.3% |
| 7D | -1.9% | -1.1% | -0.8% | -0.8% |
| 30D | -7.7% | -1.0% | -6.7% | -6.8% |
| 3M | -9.3% | +3.2% | -12.5% | -12.2% |
| 6M | -9.4% | +12.5% | -21.9% | -19.3% |
| YTD | -14.3% | +14.1% | -28.3% | -24.8% |
| 1Y | -11.8% | +18.9% | -30.7% | -25.9% |
| 3Y | +52.0% | +74.1% | -22.1% | -12.3% |
| 5Y | +128.8% | +66.9% | +62.0% | +39.4% |
| 10Y | +543.8% | +228.3% | +315.5% | +126.5% |
| All | +8,936.7% | +368.9% | +8,567.8% | +2,314.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling