+83.9%
VUG vs TDG
+50.3%
+33.6%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.6% |
| 7D | -1.9% | -2.7% | +0.8% | -1.1% |
| 30D | -1.6% | -9.3% | +7.7% | +1.4% |
| 3M | +4.4% | -7.1% | +11.4% | +6.4% |
| 6M | +13.2% | -11.2% | +24.3% | +16.6% |
| YTD | +7.5% | -15.3% | +22.8% | +12.2% |
| 1Y | +12.5% | -12.5% | +24.9% | +15.6% |
| All | +83.9% | +50.3% | +33.6% | +53.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling