+13.8%
VRT vs TGT
+86.7%
-72.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +5.6% | -18.5% | -11.9% |
| 7D | -15.4% | +9.5% | -24.9% | -14.1% |
| 30D | -19.0% | +6.6% | -25.6% | -17.9% |
| 3M | -23.8% | +11.0% | -34.8% | -22.4% |
| 6M | -37.9% | +29.9% | -67.7% | -36.7% |
| YTD | +27.0% | +71.4% | -44.5% | +25.1% |
| 1Y | +13.8% | +88.6% | -74.8% | +10.5% |
| All | +13.8% | +86.7% | -72.9% | +10.5% |
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