+170.2%
VEA vs TGT
+306.2%
-136.0%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.2% | +2.3% | +0.1% |
| 7D | +0.3% | -3.6% | +3.9% | +1.4% |
| 30D | +0.4% | +4.4% | -4.0% | -1.1% |
| 3M | +4.8% | +25.4% | -20.6% | -2.8% |
| 6M | +11.3% | +33.4% | -22.1% | +0.8% |
| YTD | +17.4% | +65.6% | -48.2% | -1.0% |
| 1Y | +26.2% | +80.3% | -54.1% | +3.2% |
| 3Y | +77.7% | +42.1% | +35.6% | +48.9% |
| 5Y | +60.9% | -25.0% | +85.9% | +61.5% |
| 10Y | +163.6% | +208.2% | -44.6% | +40.7% |
| All | +170.2% | +306.2% | -136.0% | +3.9% |
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