-0.7%
VUG vs TGT
+83.0%
-83.6%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -3.2% | -2.3% | -5.4% |
| 7D | -7.1% | +4.0% | -11.2% | -7.1% |
| 30D | -12.1% | +2.3% | -14.4% | -12.0% |
| 3M | -8.1% | +7.8% | -15.9% | -8.3% |
| 6M | -3.2% | +24.7% | -27.9% | -4.1% |
| YTD | +0.5% | +66.0% | -65.6% | -2.6% |
| 1Y | -0.7% | +78.8% | -79.4% | -4.8% |
| All | -0.7% | +83.0% | -83.6% | -4.8% |
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