-28.5%
VST vs TGT
+88.0%
-116.5%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +4.7% | +2.6% | +8.3% |
| 7D | -0.5% | +4.7% | -5.3% | +0.9% |
| 30D | -17.1% | +8.0% | -25.0% | -15.2% |
| 3M | -4.6% | +11.7% | -16.3% | -2.2% |
| 6M | -9.1% | +34.7% | -43.8% | -5.1% |
| YTD | -16.6% | +74.4% | -91.0% | -12.4% |
| All | -28.5% | +88.0% | -116.5% | -23.4% |
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