-5.8%
TDG vs VTRS
+90.6%
-96.4%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | +0.5% |
| 7D | +7.1% | +2.4% | +4.7% | +6.6% |
| 30D | +11.4% | +9.1% | +2.3% | +9.7% |
| 3M | -4.6% | +9.4% | -14.0% | -6.2% |
| 6M | +5.8% | +28.3% | -22.5% | +1.7% |
| YTD | -8.5% | +58.0% | -66.5% | -12.0% |
| 1Y | -5.8% | +89.7% | -95.5% | -8.7% |
| All | -5.8% | +90.6% | -96.4% | -8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 1y: compounded portfolio wealth divided by compounded VTRS 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…
1y analysis · Full analysis span regression · 6 months rolling