+2,926.4%
V vs TGT
+425.6%
+2,500.8%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.2% | -1.1% |
| 7D | -1.7% | +0.8% | -2.5% | -2.0% |
| 30D | +2.0% | +12.2% | -10.2% | -1.8% |
| 3M | +17.4% | +33.8% | -16.4% | +6.5% |
| 6M | +17.5% | +39.3% | -21.8% | +4.8% |
| YTD | +7.6% | +72.9% | -65.3% | -10.9% |
| 1Y | +7.7% | +84.6% | -76.8% | -13.0% |
| 3Y | +54.7% | +46.2% | +8.4% | +27.3% |
| 5Y | +73.0% | -21.3% | +94.4% | +71.3% |
| 10Y | +390.9% | +213.5% | +177.3% | +156.2% |
| All | +2,926.4% | +425.6% | +2,500.8% | +976.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling