-2.1%
TEAM vs VG
+71.2%
-73.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.7% | -4.8% | +0.3% |
| 7D | -16.9% | +15.1% | -32.0% | -15.8% |
| 30D | -26.8% | -4.2% | -22.6% | -27.0% |
| 3M | -1.9% | -3.1% | +1.2% | -2.0% |
| 6M | +79.2% | +0.3% | +78.8% | +79.8% |
| YTD | -6.1% | +95.5% | -101.6% | +3.6% |
| 1Y | -2.1% | +64.4% | -66.5% | +8.1% |
| All | -2.1% | +71.2% | -73.2% | +8.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling