+948.7%
VTI vs TGT
+655.1%
+293.6%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.2% | +2.6% | +0.5% |
| 7D | -0.4% | -3.6% | +3.2% | +0.8% |
| 30D | -1.6% | +4.4% | -6.0% | -3.2% |
| 3M | +3.6% | +25.4% | -21.8% | -4.5% |
| 6M | +13.0% | +33.4% | -20.3% | +1.7% |
| YTD | +12.7% | +65.6% | -52.9% | -6.0% |
| 1Y | +18.4% | +80.3% | -61.9% | -4.5% |
| 3Y | +76.4% | +42.1% | +34.3% | +46.4% |
| 5Y | +73.7% | -25.0% | +98.7% | +74.5% |
| 10Y | +302.5% | +208.2% | +94.3% | +124.6% |
| All | +948.7% | +655.1% | +293.6% | +251.1% |
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