+306.5%
IVV vs TEAM
+469.0%
-162.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -16.2% | +16.5% | +2.5% |
| 7D | -2.7% | -19.8% | +17.1% | +0.1% |
| 30D | -5.4% | -21.5% | +16.1% | -2.5% |
| 3M | -4.1% | +39.5% | -43.5% | -9.8% |
| 6M | +0.7% | +73.1% | -72.3% | -9.4% |
| YTD | +8.7% | -5.2% | +14.0% | +6.0% |
| 1Y | +11.0% | -1.6% | +12.5% | +7.5% |
| 3Y | +75.4% | -11.4% | +86.9% | +66.8% |
| 5Y | +68.3% | -65.1% | +133.4% | +76.1% |
| All | +306.5% | +469.0% | -162.4% | +173.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 TEAM 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