+89.6%
VRT vs TDG
-11.6%
+101.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.2% | +2.4% | +3.1% |
| 7D | -8.4% | -1.9% | -6.5% | -7.6% |
| 30D | -10.9% | -7.7% | -3.2% | -7.7% |
| 3M | -13.7% | -9.3% | -4.4% | -9.6% |
| 6M | -4.1% | -9.4% | +5.2% | -0.5% |
| YTD | +58.7% | -14.3% | +73.0% | +65.2% |
| 1Y | +89.6% | -11.8% | +101.5% | +96.3% |
| All | +89.6% | -11.6% | +101.2% | +96.3% |
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