+337.0%
TGT vs VEU
+190.9%
+146.1%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.6% | -0.8% |
| 7D | -0.6% | +1.7% | -2.3% | -1.7% |
| 30D | +9.5% | +1.0% | +8.5% | +8.8% |
| 3M | +32.3% | +5.6% | +26.6% | +26.9% |
| 6M | +37.0% | +13.7% | +23.4% | +24.4% |
| YTD | +71.0% | +17.7% | +53.3% | +51.1% |
| 1Y | +85.0% | +25.8% | +59.3% | +56.3% |
| 3Y | +46.8% | +77.1% | -30.3% | -1.7% |
| 5Y | -22.7% | +57.1% | -79.9% | -43.8% |
| 10Y | +216.3% | +149.8% | +66.5% | +66.2% |
| All | +337.0% | +190.9% | +146.1% | +82.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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