-53.1%
TEAM vs VCLT
-15.5%
-37.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +1.0% |
| 7D | -4.7% | 0.0% | -4.7% | -4.7% |
| 30D | +17.0% | +0.1% | +16.9% | +17.0% |
| 3M | +85.9% | -2.9% | +88.8% | +91.8% |
| 6M | +116.7% | -4.0% | +120.6% | +126.3% |
| YTD | +9.6% | -2.2% | +11.9% | +12.3% |
| 1Y | -2.5% | -2.6% | +0.1% | 0.0% |
| 3Y | -14.0% | +12.3% | -26.3% | -26.3% |
| 5Y | -53.1% | -16.4% | -36.7% | -47.2% |
| All | -53.1% | -15.5% | -37.5% | -47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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