+203.6%
TGT price history and return analytics
+229.8%
-26.2%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.7% |
| 7D | -5.2% | -1.1% | -4.1% | -4.3% |
| 30D | +1.2% | -1.0% | +2.2% | +2.0% |
| 3M | +18.4% | +3.2% | +15.2% | +15.0% |
| 6M | +33.4% | +12.5% | +21.0% | +20.0% |
| YTD | +63.8% | +14.1% | +49.7% | +45.3% |
| 1Y | +77.2% | +18.9% | +58.3% | +51.6% |
| 3Y | +41.8% | +74.1% | -32.3% | -11.9% |
| 5Y | -25.5% | +66.9% | -92.4% | -52.2% |
| All | +203.6% | +229.8% | -26.2% | +25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling