-25.6%
TGT price history and return analytics
+63.7%
-89.2%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.3% | -0.3% |
| 7D | -5.0% | -2.0% | -3.1% | -3.2% |
| 30D | +3.0% | -1.4% | +4.5% | +4.5% |
| 3M | +22.6% | +4.7% | +17.9% | +16.7% |
| 6M | +31.2% | +11.4% | +19.8% | +16.6% |
| YTD | +63.7% | +13.1% | +50.6% | +42.8% |
| 1Y | +78.5% | +19.0% | +59.5% | +47.4% |
| 3Y | +40.5% | +73.9% | -33.4% | -23.1% |
| 5Y | -25.6% | +65.4% | -91.0% | -58.5% |
| All | -25.6% | +63.7% | -89.2% | -58.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling