+28.2%
VRT vs TGT
+81.3%
-53.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.1% | +2.6% | +1.4% |
| 7D | +18.6% | +2.6% | +16.0% | +18.9% |
| 30D | -11.7% | +6.6% | -18.3% | -10.5% |
| 3M | -27.3% | +5.2% | -32.5% | -26.1% |
| 6M | -42.9% | +35.3% | -78.2% | -42.1% |
| YTD | +29.5% | +70.3% | -40.8% | +31.8% |
| All | +28.2% | +81.3% | -53.1% | +31.1% |
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