-97.4%
TTGT vs VT
+53.4%
-150.8%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.0% | +0.2% | -23.3% | -23.3% |
| 7D | -25.2% | -2.3% | -22.9% | -23.1% |
| 30D | -33.8% | -5.0% | -28.9% | -29.5% |
| 3M | -38.7% | -4.9% | -33.9% | -35.0% |
| 6M | -55.6% | -1.5% | -54.1% | -55.4% |
| YTD | -51.1% | +8.5% | -59.6% | -57.8% |
| 1Y | -46.6% | +11.4% | -57.9% | -55.5% |
| 3Y | -89.9% | +70.1% | -159.9% | -95.2% |
| All | -97.4% | +53.4% | -150.8% | -98.3% |
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