+9,386.0%
TDG vs VT
+346.0%
+9,040.0%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.4% | +0.4% |
| 7D | +4.4% | -2.3% | +6.7% | +6.7% |
| 30D | +9.2% | -5.0% | +14.2% | +14.5% |
| 3M | -5.2% | -4.9% | -0.3% | -0.6% |
| 6M | -2.9% | -1.5% | -1.4% | -1.9% |
| YTD | -10.0% | +8.5% | -18.5% | -17.2% |
| 1Y | -5.9% | +11.4% | -17.2% | -15.7% |
| 3Y | +57.6% | +70.1% | -12.5% | -7.2% |
| 5Y | +116.5% | +53.7% | +62.8% | +42.6% |
| 10Y | +555.1% | +220.0% | +335.2% | +136.9% |
| All | +9,386.0% | +346.0% | +9,040.0% | +2,556.8% |
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