+802.8%
TEAM vs VIG
+279.3%
+523.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.2% | -2.1% |
| 7D | -0.4% | -0.4% | 0.0% | +0.1% |
| 30D | +67.3% | -1.0% | +68.3% | +69.4% |
| 3M | +86.8% | +2.8% | +84.0% | +81.3% |
| 6M | +146.8% | +8.2% | +138.6% | +124.6% |
| YTD | +16.9% | +11.0% | +5.9% | +3.0% |
| 1Y | +12.8% | +16.1% | -3.4% | -5.9% |
| 3Y | -7.3% | +56.2% | -63.4% | -43.7% |
| 5Y | -50.7% | +63.0% | -113.7% | -70.3% |
| 10Y | +529.8% | +241.4% | +288.4% | +75.2% |
| All | +802.8% | +279.3% | +523.4% | +115.2% |
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