+30.2%
VRTX vs TDG
-5.9%
+36.1%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.7% | +2.7% | +3.3% |
| 7D | +3.7% | +7.1% | -3.4% | +2.3% |
| 30D | +9.0% | +11.4% | -2.3% | +6.9% |
| 3M | +14.7% | -4.6% | +19.3% | +15.7% |
| 6M | +27.7% | +5.8% | +21.9% | +26.8% |
| YTD | +21.1% | -8.5% | +29.6% | +21.1% |
| 1Y | +30.2% | -5.8% | +36.0% | +28.9% |
| All | +30.2% | -5.9% | +36.1% | +28.9% |
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