+154.4%
TRV vs TGT
-25.9%
+180.2%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.7% | +0.7% |
| 7D | -1.5% | -5.0% | +3.6% | -1.0% |
| 30D | -1.8% | +3.0% | -4.9% | -2.2% |
| 3M | +21.6% | +22.6% | -1.0% | +18.8% |
| 6M | +22.5% | +31.2% | -8.7% | +18.6% |
| YTD | +28.1% | +63.7% | -35.6% | +20.9% |
| 1Y | +37.0% | +78.5% | -41.5% | +27.8% |
| 3Y | +141.9% | +40.5% | +101.4% | +127.4% |
| All | +154.4% | -25.9% | +180.2% | +157.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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