+12,926.4%
TDG vs VTRS
-10.4%
+12,936.7%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +1.0% |
| 7D | -1.9% | -2.2% | +0.3% | -1.2% |
| 30D | -7.7% | +3.3% | -11.0% | -8.6% |
| 3M | -9.3% | +2.0% | -11.3% | -10.2% |
| 6M | -9.4% | +19.9% | -29.3% | -14.5% |
| YTD | -14.3% | +35.7% | -50.0% | -22.4% |
| 1Y | -11.8% | +68.1% | -79.9% | -25.5% |
| 3Y | +52.0% | +87.1% | -35.1% | +19.6% |
| 5Y | +128.8% | +47.6% | +81.2% | +88.2% |
| 10Y | +543.8% | -48.2% | +592.0% | +561.3% |
| All | +12,926.4% | -10.4% | +12,936.7% | +7,543.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling