-20.8%
TGT vs VCIT
+4.1%
-24.9%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +0.8% | -0.3% | +1.1% | +1.2% |
| 30D | +12.2% | -0.8% | +13.0% | +13.1% |
| 3M | +33.8% | -1.0% | +34.8% | +35.4% |
| 6M | +39.3% | -1.8% | +41.1% | +42.3% |
| YTD | +72.9% | -0.7% | +73.6% | +74.2% |
| 1Y | +84.6% | +1.0% | +83.6% | +82.5% |
| 3Y | +46.2% | +18.8% | +27.4% | +21.2% |
| All | -20.8% | +4.1% | -24.9% | -29.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling