-30.8%
TEAM vs VG
-51.4%
+20.6%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.0% | +0.5% | -3.3% |
| 7D | -10.2% | -22.0% | +11.8% | -9.1% |
| 30D | -5.5% | -14.7% | +9.2% | -4.8% |
| 3M | +61.7% | -7.1% | +68.8% | +61.6% |
| 6M | +98.5% | -11.2% | +109.6% | +97.3% |
| YTD | +13.0% | +69.8% | -56.8% | +1.4% |
| 1Y | +13.5% | +49.9% | -36.3% | +3.2% |
| All | -30.8% | -51.4% | +20.6% | -34.3% |
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