+55.9%
VZ vs TGT
+56.1%
-0.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -1.0% |
| 7D | +2.1% | +2.6% | -0.5% | +1.9% |
| 30D | +1.4% | +5.0% | -3.6% | +0.9% |
| 3M | -1.3% | +8.5% | -9.8% | -2.1% |
| 6M | -0.5% | +23.8% | -24.3% | -2.4% |
| YTD | +19.6% | +66.5% | -46.9% | +15.2% |
| 1Y | +22.4% | +84.9% | -62.5% | +17.1% |
| 3Y | +55.9% | +59.2% | -3.3% | +50.1% |
| All | +55.9% | +56.1% | -0.2% | +50.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling