-65.7%
TEAM vs VCIT
+3.3%
-69.0%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.7% | -3.4% | -2.8% |
| 7D | -22.2% | +0.1% | -22.3% | -22.3% |
| 30D | -28.1% | +1.1% | -29.3% | -29.7% |
| 3M | -2.2% | -1.4% | -0.8% | +0.5% |
| 6M | +62.2% | -2.3% | +64.5% | +69.8% |
| YTD | -8.4% | -1.8% | -6.5% | -5.2% |
| 1Y | -6.6% | -1.0% | -5.6% | -5.0% |
| 3Y | -15.7% | +19.3% | -35.0% | -43.1% |
| 5Y | -65.7% | +3.8% | -69.5% | -70.2% |
| All | -65.7% | +3.3% | -69.0% | -70.2% |
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