+148.3%
VLO vs TGT
+78.5%
+69.8%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.9% |
| 7D | +4.0% | -5.0% | +9.0% | +4.0% |
| 30D | +19.0% | +3.0% | +15.9% | +18.9% |
| 3M | +50.0% | +22.6% | +27.4% | +49.2% |
| 6M | +79.1% | +31.2% | +47.9% | +77.3% |
| YTD | +140.3% | +63.7% | +76.6% | +127.8% |
| 1Y | +148.3% | +78.5% | +69.8% | +128.7% |
| All | +148.3% | +78.5% | +69.8% | +128.7% |
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 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