-16.0%
TEAM vs VICR
+209.3%
-225.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +11.2% | -11.1% | -0.6% |
| 7D | -5.2% | +5.0% | -10.2% | -5.6% |
| 30D | +15.8% | -12.5% | +28.2% | +16.4% |
| 3M | +101.5% | -33.6% | +135.1% | +104.8% |
| 6M | +138.2% | +10.7% | +127.5% | +118.8% |
| YTD | +10.8% | +80.6% | -69.7% | -9.4% |
| 1Y | +1.7% | +288.4% | -286.7% | -31.2% |
| 3Y | -16.0% | +213.8% | -229.8% | -38.8% |
| All | -16.0% | +209.3% | -225.3% | -38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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