+25.0%
V vs TGT
+81.4%
-56.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -1.1% |
| 7D | -0.4% | +2.6% | -2.9% | -0.6% |
| 30D | +6.3% | +6.6% | -0.3% | +5.8% |
| 3M | +17.2% | +5.2% | +11.9% | +16.6% |
| 6M | +29.2% | +35.3% | -6.1% | +26.9% |
| YTD | +20.8% | +70.3% | -49.5% | +15.5% |
| 1Y | +25.0% | +81.2% | -56.1% | +17.5% |
| All | +25.0% | +81.4% | -56.4% | +17.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling