+1,205.2%
VST vs TGT
+237.9%
+967.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +4.7% | +2.6% | +6.4% |
| 7D | -0.5% | +4.7% | -5.3% | -1.5% |
| 30D | -17.1% | +8.0% | -25.0% | -18.5% |
| 3M | -4.6% | +11.7% | -16.3% | -7.1% |
| 6M | -9.1% | +34.7% | -43.8% | -15.2% |
| YTD | -16.6% | +74.4% | -91.0% | -26.6% |
| 1Y | -29.5% | +89.2% | -118.7% | -39.1% |
| 3Y | +297.5% | +73.4% | +224.1% | +239.3% |
| 5Y | +654.5% | -24.0% | +678.6% | +652.1% |
| 10Y | +1,205.2% | +225.5% | +979.7% | +917.7% |
| All | +1,205.2% | +237.9% | +967.4% | +917.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling