+21.2%
VT vs TDG
-8.5%
+29.7%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | -0.2% |
| 7D | +1.0% | -0.9% | +1.9% | +1.2% |
| 30D | -0.2% | -6.5% | +6.3% | +0.9% |
| 3M | +4.5% | -5.1% | +9.6% | +5.3% |
| 6M | +14.1% | -11.5% | +25.6% | +15.2% |
| YTD | +14.8% | -13.9% | +28.6% | +15.9% |
| 1Y | +21.2% | -11.5% | +32.6% | +21.7% |
| All | +21.2% | -8.5% | +29.7% | +21.7% |
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 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