-34.9%
VST vs TGT
+86.7%
-121.6%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +5.6% | -19.5% | -12.5% |
| 7D | -15.7% | +9.5% | -25.2% | -13.9% |
| 30D | -17.0% | +6.6% | -23.6% | -15.4% |
| 3M | -15.9% | +11.0% | -26.8% | -14.1% |
| 6M | -25.0% | +29.9% | -54.8% | -22.5% |
| YTD | -25.1% | +71.4% | -96.6% | -24.3% |
| 1Y | -34.9% | +88.6% | -123.5% | -34.3% |
| All | -34.9% | +86.7% | -121.6% | -34.3% |
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 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