+916.9%
VZ vs TGT
+6,436.8%
-5,519.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.7% | -3.9% | -0.1% |
| 7D | +2.2% | +4.7% | -2.5% | +1.2% |
| 30D | +10.6% | +8.0% | +2.6% | +8.8% |
| 3M | -0.6% | +11.7% | -12.3% | -3.0% |
| 6M | +0.7% | +34.7% | -34.0% | -5.4% |
| YTD | +20.6% | +74.4% | -53.8% | +7.3% |
| 1Y | +22.7% | +89.2% | -66.5% | +7.3% |
| 3Y | +57.2% | +73.4% | -16.2% | +35.2% |
| 5Y | +21.4% | -24.0% | +45.4% | +20.7% |
| 10Y | +65.5% | +225.5% | -160.0% | +14.7% |
| All | +916.9% | +6,436.8% | -5,519.9% | +239.4% |
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