-19.8%
TEAM vs VLTO
+55.4%
-75.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | +0.4% |
| 7D | -16.9% | +0.8% | -17.7% | -17.3% |
| 30D | -26.8% | +18.7% | -45.5% | -33.1% |
| 3M | -1.9% | +21.7% | -23.6% | -11.3% |
| 6M | +79.2% | +35.8% | +43.3% | +54.3% |
| YTD | -6.1% | +18.3% | -24.3% | -13.9% |
| 1Y | -2.1% | +20.9% | -23.0% | -11.3% |
| 3Y | -13.6% | +68.8% | -82.5% | -32.7% |
| All | -19.8% | +55.4% | -75.2% | -34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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