+435.0%
TGT vs VCIT
+96.4%
+338.6%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | +2.6% | +0.1% | +2.5% | +2.6% |
| 30D | +5.0% | +1.9% | +3.0% | +4.2% |
| 3M | +8.5% | -1.4% | +10.0% | +9.2% |
| 6M | +23.8% | -2.1% | +25.9% | +24.8% |
| YTD | +66.5% | -1.6% | +68.2% | +67.6% |
| 1Y | +84.9% | -0.9% | +85.8% | +85.6% |
| 3Y | +59.2% | +20.0% | +39.2% | +50.8% |
| 5Y | -27.2% | +3.1% | -30.3% | -32.0% |
| 10Y | +221.5% | +28.7% | +192.7% | +216.6% |
| All | +435.0% | +96.4% | +338.6% | +582.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling