+494.4%
TEAM vs VIG
+250.0%
+244.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.8% |
| 7D | -5.2% | -1.1% | -4.1% | -4.0% |
| 30D | +15.8% | -2.7% | +18.5% | +19.6% |
| 3M | +101.5% | +2.5% | +98.9% | +96.1% |
| 6M | +138.2% | +9.2% | +128.9% | +114.7% |
| YTD | +10.8% | +9.8% | +1.0% | -1.1% |
| 1Y | +1.7% | +12.4% | -10.7% | -11.8% |
| 3Y | -16.0% | +55.9% | -71.9% | -48.8% |
| 5Y | -52.7% | +63.9% | -116.7% | -71.5% |
| All | +494.4% | +250.0% | +244.4% | +66.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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