+3.0%
TEAM vs VMC
-13.8%
+16.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.7% | +1.0% |
| 7D | -7.8% | -3.7% | -4.1% | -7.6% |
| 30D | +16.5% | -12.8% | +29.3% | +16.9% |
| 3M | +96.2% | -7.9% | +104.1% | +97.3% |
| 6M | +130.2% | -7.5% | +137.7% | +127.3% |
| YTD | +10.7% | -11.6% | +22.4% | +8.1% |
| 1Y | +3.0% | -14.3% | +17.3% | +2.7% |
| All | +3.0% | -13.8% | +16.8% | +2.7% |
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