+494.4%
TEAM vs VGT
+820.0%
-325.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | -1.2% |
| 7D | -5.2% | -0.2% | -5.0% | -5.1% |
| 30D | +15.8% | -0.4% | +16.2% | +16.3% |
| 3M | +101.5% | +4.4% | +97.0% | +88.7% |
| 6M | +138.2% | +32.1% | +106.1% | +71.8% |
| YTD | +10.8% | +28.8% | -18.0% | -18.1% |
| 1Y | +1.7% | +35.3% | -33.7% | -29.6% |
| 3Y | -16.0% | +124.8% | -140.8% | -67.5% |
| 5Y | -52.7% | +137.9% | -190.6% | -81.7% |
| All | +494.4% | +820.0% | -325.6% | -40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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