+772.8%
TEAM vs VCIT
+38.5%
+734.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.2% | -3.7% | -3.8% |
| 7D | -10.2% | +0.5% | -10.6% | -10.7% |
| 30D | -5.5% | +2.1% | -7.6% | -8.1% |
| 3M | +61.7% | -1.6% | +63.3% | +65.1% |
| 6M | +98.5% | -1.6% | +100.1% | +102.5% |
| YTD | +13.0% | -1.5% | +14.6% | +15.2% |
| 1Y | +13.5% | -0.4% | +13.9% | +13.9% |
| 3Y | +3.6% | +19.6% | -16.0% | -18.5% |
| 5Y | -58.4% | +3.3% | -61.6% | -63.6% |
| 10Y | +581.4% | +28.9% | +552.5% | +524.3% |
| All | +772.8% | +38.5% | +734.3% | +1,000.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling