+467.0%
TEAM vs VCIT
+29.7%
+437.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.7% |
| 7D | -17.2% | +0.7% | -17.9% | -18.0% |
| 30D | -25.1% | +1.8% | -26.9% | -27.0% |
| 3M | +3.9% | -1.6% | +5.5% | +6.2% |
| 6M | +69.1% | -2.1% | +71.2% | +74.2% |
| YTD | -4.5% | -1.6% | -2.9% | -2.4% |
| 1Y | -1.9% | -0.8% | -1.1% | -0.8% |
| 3Y | -9.3% | +19.9% | -29.3% | -30.3% |
| 5Y | -65.2% | +3.3% | -68.5% | -69.4% |
| 10Y | +467.0% | +30.6% | +436.3% | +400.9% |
| All | +467.0% | +29.7% | +437.3% | +400.9% |
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