+588.7%
VLO vs TDG
+126.1%
+462.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.2% | +0.1% | +1.0% |
| 7D | +5.3% | -1.9% | +7.2% | +5.7% |
| 30D | +18.2% | -7.7% | +25.9% | +20.2% |
| 3M | +53.3% | -9.3% | +62.7% | +55.8% |
| 6M | +70.4% | -9.4% | +79.8% | +71.9% |
| YTD | +143.4% | -14.3% | +157.6% | +148.1% |
| 1Y | +153.0% | -11.8% | +164.8% | +155.3% |
| 3Y | +195.0% | +52.0% | +143.0% | +137.3% |
| All | +588.7% | +126.1% | +462.6% | +351.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling