+802.8%
TEAM vs VMC
+193.7%
+609.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.9% | -3.5% | -2.9% |
| 7D | -0.4% | -4.3% | +3.9% | +1.1% |
| 30D | +67.3% | -8.2% | +75.5% | +72.5% |
| 3M | +86.8% | -7.0% | +93.8% | +91.1% |
| 6M | +146.8% | -10.8% | +157.6% | +154.3% |
| YTD | +16.9% | -7.4% | +24.3% | +17.8% |
| 1Y | +12.8% | -9.5% | +22.3% | +14.4% |
| 3Y | -7.3% | +20.5% | -27.7% | -16.1% |
| 5Y | -50.7% | +51.6% | -102.3% | -58.5% |
| 10Y | +529.8% | +150.0% | +379.8% | +333.3% |
| All | +802.8% | +193.7% | +609.1% | +445.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling