+494.0%
TEAM vs VEU
+152.3%
+341.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.3% | +2.3% | +2.3% |
| 7D | -7.8% | -1.9% | -5.8% | -6.1% |
| 30D | +16.5% | -0.7% | +17.3% | +17.3% |
| 3M | +96.2% | +4.9% | +91.3% | +85.3% |
| 6M | +130.2% | +9.8% | +120.3% | +104.4% |
| YTD | +10.7% | +15.3% | -4.6% | -7.8% |
| 1Y | +3.0% | +23.0% | -20.0% | -20.3% |
| 3Y | -13.1% | +73.5% | -86.6% | -53.1% |
| 5Y | -52.7% | +54.5% | -107.2% | -71.1% |
| All | +494.0% | +152.3% | +341.7% | +145.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling