-53.1%
TEAM vs VIG
+62.2%
-115.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.3% | +1.7% |
| 7D | -4.7% | -1.2% | -3.5% | -2.6% |
| 30D | +17.0% | -2.8% | +19.9% | +23.0% |
| 3M | +85.9% | +2.5% | +83.4% | +78.7% |
| 6M | +116.7% | +8.1% | +108.6% | +88.5% |
| YTD | +9.6% | +9.6% | +0.1% | -7.6% |
| 1Y | -2.5% | +14.2% | -16.7% | -24.2% |
| 3Y | -14.0% | +56.1% | -70.1% | -62.9% |
| 5Y | -53.1% | +62.8% | -115.9% | -79.5% |
| All | -53.1% | +62.2% | -115.3% | -79.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling