+387.1%
TGT vs VOO
+812.0%
-424.9%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.6% |
| 7D | -0.6% | +0.5% | -1.2% | -1.1% |
| 30D | +9.5% | -0.9% | +10.5% | +10.3% |
| 3M | +32.3% | +3.9% | +28.4% | +28.1% |
| 6M | +37.0% | +14.5% | +22.5% | +22.7% |
| YTD | +71.0% | +13.0% | +58.1% | +54.8% |
| 1Y | +85.0% | +19.4% | +65.6% | +60.3% |
| 3Y | +46.8% | +78.9% | -32.0% | -7.0% |
| 5Y | -22.7% | +82.3% | -105.0% | -51.5% |
| 10Y | +216.3% | +314.2% | -98.0% | +11.8% |
| All | +387.1% | +812.0% | -424.9% | -0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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