Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Stock and ETF performance explorer

TDG price history and return analytics

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+8,820.7%
VT return
+368.8%
Excess return
+8,451.9%
Maximum drawdown
-62.6%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioVTExcessAlpha
1D-1.7%-0.6%-1.1%-1.1%
7D-2.4%-0.1%-2.3%-2.3%
30D-8.0%-0.7%-7.3%-7.4%
3M-10.5%+4.0%-14.5%-13.9%
6M-11.9%+12.3%-24.2%-21.4%
YTD-15.4%+14.0%-29.4%-25.7%
1Y-14.2%+20.3%-34.5%-28.7%
3Y+51.0%+75.4%-24.4%-13.5%
5Y+126.5%+66.0%+60.5%+38.6%
10Y+535.6%+228.2%+307.4%+123.7%
All+8,820.7%+368.8%+8,451.9%+2,284.3%

Cumulative growth

Daily Returns

Daily percentage return beside VT.

Daily Out/Under-Performance

Portfolio return minus VT return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × VT 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 VT 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