-20.8%
TGT vs VT
+66.2%
-87.0%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +0.8% | +0.4% | +0.3% | +0.3% |
| 30D | +12.2% | +1.0% | +11.2% | +11.1% |
| 3M | +33.8% | +2.4% | +31.4% | +30.2% |
| 6M | +39.3% | +12.0% | +27.3% | +23.2% |
| YTD | +72.9% | +15.3% | +57.5% | +47.9% |
| 1Y | +84.6% | +22.6% | +62.0% | +48.0% |
| 3Y | +46.2% | +74.7% | -28.4% | -20.0% |
| All | -20.8% | +66.2% | -87.0% | -56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling