+802.8%
TEAM vs VEU
+170.9%
+631.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.5% | -3.2% | -3.1% |
| 7D | -0.4% | +1.1% | -1.6% | -1.5% |
| 30D | +67.3% | +2.2% | +65.1% | +64.2% |
| 3M | +86.8% | +3.0% | +83.8% | +79.8% |
| 6M | +146.8% | +10.9% | +136.0% | +117.5% |
| YTD | +16.9% | +18.2% | -1.3% | -4.5% |
| 1Y | +12.8% | +28.3% | -15.5% | -15.7% |
| 3Y | -7.3% | +74.6% | -81.9% | -49.4% |
| 5Y | -50.7% | +56.4% | -107.1% | -69.7% |
| 10Y | +529.8% | +153.0% | +376.8% | +162.3% |
| All | +802.8% | +170.9% | +631.9% | +239.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling