-42.0%
TEAM vs VG
-51.4%
+9.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | +0.1% | -16.2% | -16.2% |
| 7D | -19.8% | -22.0% | +2.2% | -18.9% |
| 30D | -21.5% | -11.6% | -9.9% | -21.1% |
| 3M | +39.5% | -14.9% | +54.4% | +40.2% |
| 6M | +73.1% | -3.5% | +76.6% | +70.9% |
| YTD | -5.2% | +70.0% | -75.2% | -15.0% |
| 1Y | -1.6% | +50.0% | -51.6% | -10.5% |
| All | -42.0% | -51.4% | +9.4% | -44.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling