-65.8%
TEAM vs VCLT
-15.9%
-49.9%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.4% | +2.3% |
| 7D | -19.7% | -0.6% | -19.2% | -19.2% |
| 30D | -26.6% | +2.8% | -29.4% | -28.8% |
| 3M | -1.1% | -0.4% | -0.7% | -0.6% |
| 6M | +74.6% | -3.1% | +77.7% | +80.5% |
| YTD | -6.0% | -2.7% | -3.3% | -3.3% |
| 1Y | -3.2% | -3.7% | +0.4% | +0.6% |
| 3Y | -13.5% | +15.6% | -29.1% | -29.1% |
| All | -65.8% | -15.9% | -49.9% | -59.6% |
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