+85.0%
TGT vs VCIT
+0.1%
+84.9%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -1.0% |
| 7D | -0.6% | +0.1% | -0.7% | -0.7% |
| 30D | +9.5% | -0.8% | +10.3% | +10.3% |
| 3M | +32.3% | -0.5% | +32.8% | +33.2% |
| 6M | +37.0% | -1.4% | +38.4% | +39.3% |
| YTD | +71.0% | -0.8% | +71.8% | +72.9% |
| 1Y | +85.0% | +0.3% | +84.7% | +86.9% |
| All | +85.0% | +0.1% | +84.9% | +86.9% |
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