+1,002.6%
VST vs TGT
+211.7%
+790.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +0.3% | +10.3% | +10.5% |
| 7D | -9.8% | +2.6% | -12.4% | -10.4% |
| 30D | -25.1% | +5.0% | -30.1% | -26.1% |
| 3M | -11.6% | +8.5% | -20.1% | -13.5% |
| 6M | -20.9% | +23.8% | -44.7% | -25.0% |
| YTD | -22.3% | +66.5% | -88.8% | -31.0% |
| 1Y | -32.0% | +84.9% | -116.9% | -41.1% |
| 3Y | +262.4% | +59.2% | +203.2% | +214.7% |
| 5Y | +563.4% | -27.2% | +590.6% | +565.7% |
| 10Y | +1,120.7% | +221.5% | +899.2% | +821.3% |
| All | +1,002.6% | +211.7% | +790.9% | +728.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling