-15.1%
TEAM vs IVZ
+150.0%
-165.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.1% | -3.9% | -4.0% |
| 7D | -22.2% | +2.2% | -24.4% | -23.2% |
| 30D | -28.1% | -2.2% | -26.0% | -27.6% |
| 3M | -2.2% | -8.4% | +6.3% | +1.4% |
| 6M | +62.2% | +6.2% | +56.1% | +55.3% |
| YTD | -8.4% | +12.4% | -20.7% | -15.8% |
| 1Y | -6.6% | +26.0% | -32.6% | -19.8% |
| All | -15.1% | +150.0% | -165.1% | -56.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 3y: compounded portfolio wealth divided by compounded IVZ 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…
3y analysis · Full analysis span regression · 6 months rolling