+110.1%
V vs TGT
-24.7%
+134.8%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.5% |
| 7D | -2.3% | +0.5% | -2.8% | -2.4% |
| 30D | +9.5% | +6.7% | +2.9% | +8.3% |
| 3M | +17.5% | +8.4% | +9.1% | +15.7% |
| 6M | +32.2% | +40.7% | -8.6% | +24.1% |
| YTD | +22.3% | +72.2% | -49.9% | +10.2% |
| 1Y | +26.8% | +86.2% | -59.4% | +12.5% |
| 3Y | +77.5% | +68.8% | +8.7% | +53.1% |
| 5Y | +110.1% | -25.2% | +135.3% | +130.3% |
| All | +110.1% | -24.7% | +134.8% | +130.3% |
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