+2,132.7%
VGT vs TDG
+12,853.5%
-10,720.7%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.1% |
| 7D | -1.0% | -2.7% | +1.6% | 0.0% |
| 30D | -0.4% | -9.3% | +8.8% | +3.2% |
| 3M | +6.6% | -7.1% | +13.7% | +9.2% |
| 6M | +31.0% | -11.2% | +42.2% | +35.8% |
| YTD | +27.2% | -15.3% | +42.5% | +33.9% |
| 1Y | +34.5% | -12.5% | +46.9% | +39.3% |
| 3Y | +123.1% | +51.2% | +71.9% | +84.4% |
| 5Y | +135.1% | +126.1% | +9.0% | +65.4% |
| 10Y | +803.4% | +536.2% | +267.1% | +288.2% |
| All | +2,132.7% | +12,853.5% | -10,720.7% | +198.4% |
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 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