+90.3%
TGT vs VCIT
-0.8%
+91.1%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.1% | +4.7% | +4.6% |
| 7D | +4.7% | +0.7% | +4.0% | +3.7% |
| 30D | +8.0% | +1.8% | +6.2% | +5.5% |
| 3M | +11.7% | -1.6% | +13.2% | +13.1% |
| 6M | +34.7% | -2.1% | +36.8% | +37.8% |
| YTD | +74.4% | -1.6% | +76.0% | +77.7% |
| All | +90.3% | -0.8% | +91.1% | +90.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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