+725.7%
TDG vs VTEB
+25.5%
+700.2%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.4% | +0.8% | +0.8% |
| 7D | -1.9% | -0.9% | -0.9% | -0.9% |
| 30D | -7.7% | -2.5% | -5.2% | -5.2% |
| 3M | -9.3% | -3.0% | -6.4% | -6.4% |
| 6M | -9.4% | -2.1% | -7.3% | -7.2% |
| YTD | -14.3% | -1.5% | -12.8% | -12.8% |
| 1Y | -11.8% | +0.2% | -12.0% | -11.8% |
| 3Y | +52.0% | +8.6% | +43.4% | +38.2% |
| 5Y | +128.8% | +1.2% | +127.6% | +124.3% |
| 10Y | +543.8% | +18.1% | +525.8% | +551.9% |
| All | +725.7% | +25.5% | +700.2% | +859.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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