+2,874.5%
V vs TDG
+8,233.7%
-5,359.1%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.3% | -1.1% |
| 7D | -1.1% | -0.9% | -0.2% | -0.7% |
| 30D | +1.9% | -6.5% | +8.4% | +4.7% |
| 3M | +15.5% | -5.1% | +20.6% | +17.5% |
| 6M | +16.6% | -11.5% | +28.2% | +21.4% |
| YTD | +5.7% | -13.9% | +19.6% | +10.9% |
| 1Y | +8.6% | -11.5% | +20.0% | +12.3% |
| 3Y | +52.5% | +53.7% | -1.1% | +22.4% |
| 5Y | +67.1% | +135.5% | -68.4% | +10.3% |
| 10Y | +376.8% | +535.2% | -158.4% | +88.7% |
| All | +2,874.5% | +8,233.7% | -5,359.1% | +221.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 TDG 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