-27.2%
TGT vs VT
+58.5%
-85.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.5% |
| 7D | +2.6% | +2.9% | -0.3% | -0.1% |
| 30D | +6.6% | -2.5% | +9.1% | +9.1% |
| 3M | +5.2% | -3.3% | +8.5% | +8.5% |
| 6M | +35.3% | +1.5% | +33.8% | +32.1% |
| YTD | +70.3% | +11.4% | +59.0% | +50.4% |
| 1Y | +81.2% | +11.9% | +69.2% | +59.1% |
| 3Y | +66.9% | +73.9% | -6.9% | -9.1% |
| 5Y | -27.2% | +57.9% | -85.1% | -58.3% |
| All | -27.2% | +58.5% | -85.7% | -58.3% |
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