-14.6%
TEAM vs VIG
+57.1%
-71.7%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.8% | -6.2% | -5.8% |
| 7D | -5.7% | -0.4% | -5.3% | -5.0% |
| 30D | +18.3% | -2.1% | +20.4% | +22.0% |
| 3M | +80.2% | +3.3% | +76.9% | +72.8% |
| 6M | +111.0% | +9.3% | +101.7% | +85.9% |
| YTD | +8.8% | +10.1% | -1.3% | -5.9% |
| 1Y | +2.2% | +14.7% | -12.6% | -17.6% |
| 3Y | -14.6% | +56.9% | -71.5% | -60.0% |
| All | -14.6% | +57.1% | -71.7% | -60.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling