-65.4%
TEAM vs VIG
+64.4%
-129.9%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | -2.4% | +3.5% | -5.9% | -8.0% |
| 30D | -26.7% | +4.9% | -31.6% | -32.8% |
| 3M | -9.6% | +2.5% | -12.1% | -13.8% |
| 6M | +86.0% | +11.0% | +75.0% | +54.7% |
| YTD | -7.5% | +16.0% | -23.5% | -29.8% |
| 1Y | -1.4% | +17.5% | -18.9% | -27.2% |
| 3Y | -14.3% | +67.0% | -81.3% | -68.1% |
| All | -65.4% | +64.4% | -129.9% | -86.0% |
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 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