+1,250.4%
VUG vs TGT
+633.2%
+617.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.7% | -0.6% |
| 7D | -0.1% | +0.8% | -0.9% | -0.4% |
| 30D | -0.3% | +12.2% | -12.5% | -4.1% |
| 3M | -0.7% | +33.8% | -34.5% | -10.2% |
| 6M | +14.6% | +39.3% | -24.7% | +1.9% |
| YTD | +9.0% | +72.9% | -63.8% | -10.1% |
| 1Y | +14.9% | +84.6% | -69.7% | -7.7% |
| 3Y | +86.0% | +46.2% | +39.8% | +53.0% |
| 5Y | +76.7% | -21.3% | +98.0% | +75.7% |
| 10Y | +411.3% | +213.5% | +197.8% | +190.3% |
| All | +1,250.4% | +633.2% | +617.2% | +426.2% |
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