-45.4%
VRT vs TGT
+35.7%
-81.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.3% | -4.0% | -3.5% |
| 7D | +10.5% | +2.6% | +7.9% | +11.4% |
| 30D | -9.3% | +4.7% | -14.0% | -6.7% |
| 3M | -29.6% | +4.6% | -34.1% | -26.7% |
| 6M | -45.4% | +34.9% | -80.2% | -38.3% |
| All | -45.4% | +35.7% | -81.1% | -38.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling