+573.1%
VRT vs TGT
+41.4%
+531.7%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -3.2% | -6.4% | -9.1% |
| 7D | +2.4% | -3.6% | +6.0% | +3.0% |
| 30D | -2.7% | +4.4% | -7.1% | -3.3% |
| 3M | -9.2% | +25.4% | -34.5% | -13.0% |
| 6M | -0.5% | +33.4% | -33.9% | -6.1% |
| YTD | +62.3% | +65.6% | -3.2% | +46.5% |
| 1Y | +109.6% | +80.3% | +29.3% | +85.3% |
| All | +573.1% | +41.4% | +531.7% | +509.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling