+120.6%
VLO vs TDG
-5.9%
+126.5%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.7% | -6.5% | -5.4% |
| 7D | -6.0% | +7.1% | -13.0% | -3.0% |
| 30D | -12.9% | +11.4% | -24.2% | -8.6% |
| 3M | +18.3% | -4.6% | +22.9% | +16.6% |
| 6M | +46.4% | +5.8% | +40.6% | +50.7% |
| YTD | +127.7% | -8.5% | +136.2% | +117.2% |
| 1Y | +120.6% | -5.8% | +126.4% | +104.3% |
| All | +120.6% | -5.9% | +126.5% | +104.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling