+72.7%
IVV vs TGT
-23.3%
+96.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +4.7% | -2.4% | +1.4% |
| 7D | +0.1% | +4.7% | -4.7% | -0.9% |
| 30D | -3.3% | +8.0% | -11.3% | -4.9% |
| 3M | -2.4% | +11.7% | -14.1% | -4.8% |
| 6M | +2.6% | +34.7% | -32.1% | -4.2% |
| YTD | +11.3% | +74.4% | -63.1% | -2.2% |
| 1Y | +13.4% | +89.2% | -75.7% | -2.3% |
| 3Y | +80.3% | +73.4% | +6.9% | +49.6% |
| 5Y | +72.7% | -24.0% | +96.7% | +76.6% |
| All | +72.7% | -23.3% | +96.0% | +76.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 5y: compounded portfolio wealth divided by compounded TGT 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…
5y analysis · Full analysis span regression · 6 months rolling