-25.1%
VST vs TDG
-3.1%
-22.0%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.6% | +0.1% | +1.3% |
| 7D | +10.9% | +2.3% | +8.6% | +10.3% |
| 30D | -15.6% | +11.2% | -26.8% | -18.1% |
| 3M | -7.8% | +0.2% | -8.0% | -7.8% |
| 6M | -12.0% | +3.9% | -15.8% | -12.8% |
| YTD | -16.9% | -6.4% | -10.5% | -18.4% |
| 1Y | -25.1% | -3.8% | -21.3% | -26.6% |
| All | -25.1% | -3.1% | -22.0% | -26.6% |
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