+65.8%
TGT vs VLTO
+54.8%
+11.0%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | +0.1% |
| 7D | +2.6% | +5.4% | -2.8% | +0.7% |
| 30D | +5.0% | +22.3% | -17.3% | -2.4% |
| 3M | +8.5% | +19.6% | -11.1% | +1.7% |
| 6M | +23.8% | +35.2% | -11.4% | +10.8% |
| YTD | +66.5% | +17.9% | +48.7% | +56.2% |
| 1Y | +84.9% | +19.5% | +65.4% | +71.9% |
| 3Y | +59.2% | +73.9% | -14.7% | +34.0% |
| All | +65.8% | +54.8% | +11.0% | +42.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling