+573.1%
VRT vs TDG
+50.2%
+522.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -1.7% | -7.9% | -8.3% |
| 7D | +2.4% | -2.4% | +4.8% | +4.4% |
| 30D | -2.7% | -8.0% | +5.3% | +3.6% |
| 3M | -9.2% | -10.5% | +1.3% | -1.4% |
| 6M | -0.5% | -11.9% | +11.4% | +8.2% |
| YTD | +62.3% | -15.4% | +77.7% | +80.4% |
| 1Y | +109.6% | -14.2% | +123.8% | +128.2% |
| All | +573.1% | +50.2% | +522.9% | +375.7% |
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 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