+441.0%
TEAM vs VCIT
+30.3%
+410.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.7% | -3.4% | -3.1% |
| 7D | -22.2% | +0.1% | -22.3% | -22.3% |
| 30D | -28.1% | +1.1% | -29.3% | -29.3% |
| 3M | -2.2% | -1.4% | -0.8% | -0.3% |
| 6M | +62.2% | -2.3% | +64.5% | +67.8% |
| YTD | -8.4% | -1.8% | -6.5% | -6.0% |
| 1Y | -6.6% | -1.0% | -5.6% | -5.3% |
| 3Y | -15.7% | +19.3% | -35.0% | -34.7% |
| 5Y | -65.7% | +3.8% | -69.5% | -70.0% |
| 10Y | +441.0% | +30.6% | +410.4% | +379.4% |
| All | +441.0% | +30.3% | +410.7% | +379.4% |
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