+2,826.7%
VRT vs TDG
+320.2%
+2,506.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.5% | +5.1% | +4.5% |
| 7D | +13.6% | -0.9% | +14.5% | +14.2% |
| 30D | +6.8% | -6.5% | +13.3% | +11.0% |
| 3M | -3.2% | -5.1% | +1.8% | -0.5% |
| 6M | +20.3% | -11.5% | +31.9% | +28.2% |
| YTD | +79.6% | -13.9% | +93.5% | +93.7% |
| 1Y | +139.0% | -11.5% | +150.5% | +152.3% |
| 3Y | +644.6% | +53.7% | +591.0% | +481.2% |
| 5Y | +1,024.4% | +135.5% | +888.8% | +608.6% |
| All | +2,826.7% | +320.2% | +2,506.5% | +1,374.4% |
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