+20.3%
VZ vs TDG
-8.0%
+28.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.2% | -1.6% | -0.4% |
| 7D | +1.5% | +1.7% | -0.2% | +1.5% |
| 30D | +4.4% | +9.7% | -5.3% | +4.6% |
| 3M | -2.4% | -2.3% | 0.0% | -2.2% |
| 6M | +1.4% | +1.3% | +0.1% | +1.9% |
| YTD | +21.4% | -8.5% | +29.9% | +17.1% |
| 1Y | +20.3% | -8.1% | +28.4% | +16.7% |
| All | +20.3% | -8.0% | +28.2% | +16.7% |
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