-43.9%
TEAM vs VG
-49.4%
+5.5%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.7% | -5.8% | -4.2% |
| 7D | -22.2% | -7.7% | -14.5% | -21.9% |
| 30D | -28.1% | -8.8% | -19.3% | -27.9% |
| 3M | -2.2% | -15.6% | +13.5% | -1.6% |
| 6M | +62.2% | +5.2% | +57.0% | +59.2% |
| YTD | -8.4% | +76.9% | -85.3% | -17.9% |
| 1Y | -6.6% | +42.5% | -49.1% | -13.9% |
| All | -43.9% | -49.4% | +5.5% | -46.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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