-0.1%
TEAM vs VLTO
+27.2%
-27.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.6% | -1.0% | -1.8% |
| 7D | -0.4% | -2.3% | +1.8% | +0.8% |
| 30D | +67.3% | -0.9% | +68.2% | +68.3% |
| 3M | +86.8% | +13.8% | +73.0% | +76.9% |
| 6M | +146.8% | +2.0% | +144.8% | +145.6% |
| YTD | +16.9% | -3.2% | +20.1% | +19.0% |
| 1Y | +12.8% | -9.2% | +22.0% | +17.9% |
| All | -0.1% | +27.2% | -27.3% | -9.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling