+12.8%
TEAM vs VMC
-8.5%
+21.3%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.9% | -3.5% | -2.6% |
| 7D | -0.4% | -4.3% | +3.9% | -0.4% |
| 30D | +67.3% | -8.2% | +75.5% | +67.1% |
| 3M | +86.8% | -7.0% | +93.8% | +86.3% |
| 6M | +146.8% | -10.8% | +157.6% | +140.6% |
| YTD | +16.9% | -7.4% | +24.3% | +14.7% |
| 1Y | +12.8% | -9.5% | +22.3% | +12.7% |
| All | +12.8% | -8.5% | +21.3% | +12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 1y: compounded portfolio wealth divided by compounded VMC 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…
1y analysis · Full analysis span regression · 6 months rolling