+26.6%
TGT vs VG
-38.0%
+64.6%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.1% | -3.2% | -1.1% |
| 7D | -0.6% | -2.5% | +1.9% | -0.5% |
| 30D | +9.5% | +11.1% | -1.6% | +9.0% |
| 3M | +32.3% | +14.9% | +17.4% | +31.1% |
| 6M | +37.0% | +18.4% | +18.7% | +34.6% |
| YTD | +71.0% | +116.6% | -45.5% | +60.4% |
| 1Y | +85.0% | +9.4% | +75.7% | +80.8% |
| All | +26.6% | -38.0% | +64.6% | +15.3% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling