+35,889.1%
VLO vs TGT
+6,379.3%
+29,509.8%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.1% |
| 7D | +5.2% | +0.8% | +4.4% | +5.0% |
| 30D | +22.6% | +12.2% | +10.4% | +19.0% |
| 3M | +43.8% | +33.8% | +10.0% | +33.1% |
| 6M | +65.7% | +39.3% | +26.4% | +51.1% |
| YTD | +131.1% | +72.9% | +58.2% | +99.3% |
| 1Y | +143.6% | +84.6% | +59.1% | +106.0% |
| 3Y | +201.4% | +46.2% | +155.2% | +161.7% |
| 5Y | +568.9% | -21.3% | +590.2% | +558.8% |
| 10Y | +891.8% | +213.5% | +678.3% | +557.7% |
| All | +35,889.1% | +6,379.3% | +29,509.8% | +13,194.0% |
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