+523.2%
TEAM vs VCIT
+29.2%
+494.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.6% | -2.6% |
| 7D | -0.4% | -0.3% | -0.1% | +0.1% |
| 30D | +67.3% | -0.8% | +68.1% | +69.3% |
| 3M | +86.8% | -1.0% | +87.8% | +89.6% |
| 6M | +146.8% | -1.8% | +148.7% | +153.4% |
| YTD | +16.9% | -0.7% | +17.6% | +18.1% |
| 1Y | +12.8% | +1.0% | +11.8% | +11.2% |
| 3Y | -7.3% | +18.8% | -26.1% | -27.7% |
| 5Y | -50.7% | +3.5% | -54.2% | -57.0% |
| All | +523.2% | +29.2% | +494.0% | +459.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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