+120.6%
VLO vs TGT
+86.7%
+33.9%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +5.6% | -11.4% | -5.4% |
| 7D | -6.0% | +9.5% | -15.4% | -5.5% |
| 30D | -12.9% | +6.6% | -19.5% | -12.5% |
| 3M | +18.3% | +11.0% | +7.4% | +18.9% |
| 6M | +46.4% | +29.9% | +16.6% | +47.4% |
| YTD | +127.7% | +71.4% | +56.3% | +119.2% |
| 1Y | +120.6% | +88.6% | +32.0% | +109.1% |
| All | +120.6% | +86.7% | +33.9% | +109.1% |
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