+85.0%
TGT vs VG
+14.9%
+70.2%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.1% | -3.2% | -1.1% |
| 7D | -0.6% | -2.5% | +1.9% | -0.6% |
| 30D | +9.5% | +11.1% | -1.6% | +9.4% |
| 3M | +32.3% | +14.9% | +17.4% | +31.8% |
| 6M | +37.0% | +18.4% | +18.7% | +35.5% |
| YTD | +71.0% | +116.6% | -45.5% | +59.7% |
| 1Y | +85.0% | +9.4% | +75.7% | +82.3% |
| All | +85.0% | +14.9% | +70.2% | +82.3% |
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 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