+84.6%
TGT vs VG
+14.1%
+70.4%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.3% |
| 7D | +0.8% | +1.7% | -0.9% | +0.8% |
| 30D | +12.2% | +16.0% | -3.8% | +12.0% |
| 3M | +33.8% | +9.7% | +24.1% | +33.5% |
| 6M | +39.3% | +29.6% | +9.7% | +36.8% |
| YTD | +72.9% | +112.0% | -39.2% | +62.3% |
| 1Y | +84.6% | +12.8% | +71.8% | +82.0% |
| All | +84.6% | +14.1% | +70.4% | +82.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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