+84.4%
TGT vs VLTO
+21.9%
+62.5%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.2% |
| 7D | +2.6% | +1.0% | +1.6% | +2.4% |
| 30D | +4.7% | +17.5% | -12.8% | +1.2% |
| 3M | +4.6% | +21.4% | -16.8% | +0.5% |
| 6M | +34.9% | +38.1% | -3.3% | +27.4% |
| YTD | +70.9% | +19.0% | +51.9% | +62.3% |
| 1Y | +84.4% | +20.7% | +63.7% | +74.0% |
| All | +84.4% | +21.9% | +62.5% | +74.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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