+532.0%
VTV vs TDG
+13,008.0%
-12,476.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.2% | -0.5% | +0.3% |
| 7D | -1.1% | -1.9% | +0.8% | -0.5% |
| 30D | -1.0% | -7.7% | +6.7% | +1.7% |
| 3M | +4.6% | -9.3% | +14.0% | +7.9% |
| 6M | +13.5% | -9.4% | +22.9% | +16.5% |
| YTD | +18.5% | -14.3% | +32.7% | +23.5% |
| 1Y | +22.9% | -11.8% | +34.7% | +26.5% |
| 3Y | +67.8% | +52.0% | +15.9% | +39.7% |
| 5Y | +81.8% | +128.8% | -47.0% | +28.1% |
| 10Y | +233.0% | +543.8% | -310.8% | +45.9% |
| All | +532.0% | +13,008.0% | -12,476.0% | -14.8% |
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