+25.9%
VZ vs TGT
-21.7%
+47.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.6% | +0.7% |
| 7D | +0.2% | -0.6% | +0.9% | +0.3% |
| 30D | +7.1% | +9.5% | -2.4% | +6.0% |
| 3M | +12.8% | +32.3% | -19.4% | +9.6% |
| 6M | +1.8% | +37.0% | -35.2% | -1.5% |
| YTD | +30.0% | +71.0% | -41.1% | +23.1% |
| 1Y | +24.3% | +85.0% | -60.7% | +16.8% |
| 3Y | +84.3% | +46.8% | +37.5% | +73.4% |
| 5Y | +25.9% | -22.7% | +48.7% | +23.0% |
| All | +25.9% | -21.7% | +47.6% | +23.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling