-14.6%
TEAM vs VMC
+22.8%
-37.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.6% | -5.3% | -6.4% |
| 7D | -5.7% | -0.5% | -5.1% | -5.5% |
| 30D | +18.3% | -9.1% | +27.4% | +22.3% |
| 3M | +80.2% | -4.1% | +84.4% | +82.2% |
| 6M | +111.0% | -5.5% | +116.5% | +111.8% |
| YTD | +8.8% | -8.9% | +17.7% | +8.7% |
| 1Y | +2.2% | -12.9% | +15.1% | +4.4% |
| 3Y | -14.6% | +22.1% | -36.7% | -30.3% |
| All | -14.6% | +22.8% | -37.4% | -30.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling