-65.3%
TEAM vs VCIT
+3.2%
-68.5%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -0.1% | -16.0% | -15.9% |
| 7D | -19.8% | +0.1% | -19.9% | -20.0% |
| 30D | -21.5% | +1.9% | -23.4% | -24.4% |
| 3M | +39.5% | -1.4% | +40.9% | +43.5% |
| 6M | +73.1% | -2.1% | +75.2% | +80.4% |
| YTD | -5.2% | -1.6% | -3.6% | -2.4% |
| 1Y | -1.6% | -0.9% | -0.7% | -0.1% |
| 3Y | -11.4% | +20.0% | -31.4% | -41.1% |
| All | -65.3% | +3.2% | -68.5% | -69.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling