+502.9%
TEAM vs VO
+193.0%
+309.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.6% | +1.7% |
| 7D | -4.7% | -0.6% | -4.1% | -3.9% |
| 30D | +17.0% | -1.9% | +19.0% | +19.9% |
| 3M | +85.9% | +3.3% | +82.6% | +79.1% |
| 6M | +116.7% | +9.7% | +107.0% | +92.7% |
| YTD | +9.6% | +12.6% | -3.0% | -5.9% |
| 1Y | -2.5% | +13.6% | -16.2% | -17.2% |
| 3Y | -14.0% | +56.8% | -70.8% | -49.0% |
| 5Y | -53.1% | +42.3% | -95.4% | -67.2% |
| 10Y | +502.9% | +199.2% | +303.7% | +110.0% |
| All | +502.9% | +193.0% | +309.9% | +110.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling