+113.6%
TDVG vs VT
+112.1%
+1.4%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.1% | +0.8% | -0.1% |
| 7D | -1.7% | -4.2% | +2.5% | +1.6% |
| 30D | +2.0% | -5.8% | +7.8% | +6.8% |
| 3M | -0.7% | -5.2% | +4.5% | +3.5% |
| 6M | +7.1% | +0.1% | +7.0% | +6.5% |
| YTD | +12.3% | +8.2% | +4.1% | +4.7% |
| 1Y | +15.0% | +10.1% | +4.9% | +5.6% |
| 3Y | +58.6% | +69.7% | -11.0% | +1.4% |
| 5Y | +55.0% | +53.4% | +1.6% | +7.2% |
| All | +113.6% | +112.1% | +1.4% | +10.6% |
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