+614.2%
TEAM vs VIG
+296.2%
+318.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | -2.4% | +3.5% | -5.9% | -6.2% |
| 30D | -26.7% | +4.9% | -31.6% | -30.8% |
| 3M | -9.6% | +2.5% | -12.1% | -12.3% |
| 6M | +86.0% | +11.0% | +75.0% | +64.9% |
| YTD | -7.5% | +16.0% | -23.5% | -22.6% |
| 1Y | -1.4% | +17.5% | -18.9% | -18.8% |
| 3Y | -14.3% | +67.0% | -81.3% | -52.0% |
| 5Y | -66.3% | +64.8% | -131.1% | -80.2% |
| 10Y | +445.6% | +263.6% | +182.0% | +40.8% |
| All | +614.2% | +296.2% | +318.0% | +61.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling