+124.8%
VGT vs TDG
+52.1%
+72.6%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.2% | 0.0% | +0.8% |
| 7D | -0.2% | -1.9% | +1.7% | +0.5% |
| 30D | -0.4% | -7.7% | +7.3% | +2.2% |
| 3M | +4.4% | -9.3% | +13.8% | +7.5% |
| 6M | +32.1% | -9.4% | +41.4% | +35.2% |
| YTD | +28.8% | -14.3% | +43.0% | +34.1% |
| 1Y | +35.3% | -11.8% | +47.2% | +38.9% |
| 3Y | +124.8% | +52.0% | +72.8% | +84.4% |
| All | +124.8% | +52.1% | +72.6% | +84.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling