+802.8%
TEAM vs VCLT
+34.5%
+768.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.1% | -2.7% | -2.7% |
| 7D | -0.4% | -0.5% | +0.1% | -0.1% |
| 30D | +67.3% | -0.9% | +68.1% | +68.4% |
| 3M | +86.8% | -3.2% | +90.0% | +91.2% |
| 6M | +146.8% | -3.8% | +150.6% | +153.7% |
| YTD | +16.9% | -2.0% | +18.9% | +18.6% |
| 1Y | +12.8% | -0.8% | +13.6% | +13.3% |
| 3Y | -7.3% | +12.3% | -19.6% | -14.8% |
| 5Y | -50.7% | -15.4% | -35.3% | -48.6% |
| 10Y | +529.8% | +15.7% | +514.1% | +537.7% |
| All | +802.8% | +34.5% | +768.3% | +973.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling