+75.4%
VEA vs TGT
+39.9%
+35.6%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.0% | +1.1% |
| 7D | -1.5% | -5.2% | +3.8% | -0.8% |
| 30D | -0.8% | +1.2% | -2.0% | -1.1% |
| 3M | +2.5% | +18.4% | -15.9% | 0.0% |
| 6M | +11.1% | +33.4% | -22.3% | +6.6% |
| YTD | +17.2% | +63.8% | -46.6% | +8.9% |
| 1Y | +24.5% | +77.2% | -52.7% | +14.2% |
| 3Y | +75.4% | +41.8% | +33.6% | +64.7% |
| All | +75.4% | +39.9% | +35.6% | +64.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling