+953.6%
VRT vs TGT
-25.2%
+978.8%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -3.2% | -6.4% | -8.5% |
| 7D | +2.4% | -3.6% | +6.0% | +3.8% |
| 30D | -2.7% | +4.4% | -7.1% | -4.3% |
| 3M | -9.2% | +25.4% | -34.5% | -17.0% |
| 6M | -0.5% | +33.4% | -33.9% | -11.6% |
| YTD | +62.3% | +65.6% | -3.2% | +32.3% |
| 1Y | +109.6% | +80.3% | +29.3% | +64.3% |
| 3Y | +573.1% | +42.1% | +530.9% | +427.5% |
| 5Y | +953.6% | -25.0% | +978.6% | +944.9% |
| All | +953.6% | -25.2% | +978.8% | +944.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling